Carson Wealth (CWM LLC)’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DEW Stock Details DEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Hold	3,316	–	–	﹤0.01%	2662
2025 Q4	$204K	Hold	3,316	–	–	﹤0.01%	2561
2025 Q3	$199K	Hold	3,316	–	–	﹤0.01%	2447
2025 Q2	$189K	Hold	3,316	–	–	﹤0.01%	2224
2025 Q1	$186K	Sell	3,316 -10	-0.3%	-$546	﹤0.01%	1968
2024 Q4	$174K	Buy	3,326 +10	+0.3%	+$543	﹤0.01%	1916
2024 Q3	$182K	Hold	3,316	–	–	﹤0.01%	1801
2024 Q2	$166K	Hold	3,316	–	–	﹤0.01%	1687
2024 Q1	$169K	Sell	3,316 -4,213	-56%	-$206K	﹤0.01%	1593
2023 Q4	$367K	Buy	+7,529	New	+$347K	﹤0.01%	1180

Other funds holding DEW

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DEW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its WisdomTree Global High Dividend Fund (DEW) position steady in Q1 2026 at 3,316 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Carson Wealth (CWM LLC) first reported a position in DEW in Q4 2023 and has held it in 10 quarters since. The position peaked at $367K in Q4 2023. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2026.

Carson Wealth (CWM LLC) held 3,316 shares of WisdomTree Global High Dividend Fund worth $220K as of Q1 2026.
Carson Wealth (CWM LLC) left its WisdomTree Global High Dividend Fund share count unchanged in Q1 2026.
WisdomTree Global High Dividend Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2662 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Global High Dividend Fund in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree Global High Dividend Fund position peaked at $367K in Q4 2023.
41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.