Carson Wealth (CWM LLC)’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Hold |
3,316
| – | – | ﹤0.01% | 2222 |
|
|
2025
Q1 | $186K | Sell |
3,316
-10
| -0.3% | -$561 | ﹤0.01% | 1966 |
|
|
2024
Q4 | $174K | Buy |
3,326
+10
| +0.3% | +$523 | ﹤0.01% | 1914 |
|
|
2024
Q3 | $182K | Hold |
3,316
| – | – | ﹤0.01% | 1800 |
|
|
2024
Q2 | $166K | Hold |
3,316
| – | – | ﹤0.01% | 1685 |
|
|
2024
Q1 | $169K | Sell |
3,316
-4,213
| -56% | -$215K | ﹤0.01% | 1591 |
|
|
2023
Q4 | $367K | Buy |
+7,529
| New | +$367K | ﹤0.01% | 1178 |
|