Carson Wealth (CWM LLC)’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.5K | Hold |
300
| – | – | ﹤0.01% | 4365 |
|
|
2025
Q4 | $22K | Hold |
300
| – | – | ﹤0.01% | 4112 |
|
|
2025
Q3 | $21K | Hold |
300
| – | – | ﹤0.01% | 4084 |
|
|
2025
Q2 | $21K | Hold |
300
| – | – | ﹤0.01% | 3866 |
|
|
2025
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 3744 |
|
|
2024
Q4 | $17K | Hold |
300
| – | – | ﹤0.01% | 3536 |
|
|
2024
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 3382 |
|
|
2024
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 3172 |
|
|
2024
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 2965 |
|
|
2023
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 2828 |
|
|
2023
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 2827 |
|
|
2023
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 2739 |
|
|
2023
Q1 | $17K | Hold |
300
| – | – | ﹤0.01% | 2609 |
|
|
2022
Q4 | $16K | Hold |
300
| – | – | ﹤0.01% | 2504 |
|
|
2022
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 2457 |
|
|
2022
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 2215 |
|
|
2022
Q1 | $20K | Hold |
300
| – | – | ﹤0.01% | 2078 |
|
|
2021
Q4 | $22K | Buy |
+300
| New | +$21.9K | ﹤0.01% | 1937 |
|
|
2021
Q2 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2021
Q1 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2020
Q4 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2020
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2020
Q2 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2020
Q1 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2019
Q4 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2019
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2019
Q2 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2019
Q1 | $22K | Hold |
300
| – | – | ﹤0.01% | 1744 |
|
|
2018
Q4 | $16K | Hold |
300
| – | – | ﹤0.01% | 1195 |
|
|
2018
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 961 |
|
|
2018
Q2 | $20K | Hold |
300
| – | – | ﹤0.01% | 839 |
|
|
2018
Q1 | $21K | Hold |
300
| – | – | ﹤0.01% | 694 |
|
|
2017
Q4 | $21K | Hold |
300
| – | – | ﹤0.01% | 683 |
|
|
2017
Q3 | $21K | Hold |
300
| – | – | ﹤0.01% | 689 |
|
|
2017
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 633 |
|
|
2017
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 615 |
|
|
2016
Q4 | $16K | Hold |
300
| – | – | ﹤0.01% | 627 |
|
|
2016
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 569 |
|
|
2016
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 498 |
|
|
2016
Q1 | $17K | Buy |
+300
| New | +$16K | ﹤0.01% | 463 |
|
Other funds holding DFE
CC
VFO
GAM
Carson Wealth (CWM LLC)'s DFE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) held its WisdomTree Europe SmallCap Dividend Fund (DFE) position steady in Q1 2026 at 300 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4365.
Carson Wealth (CWM LLC) first reported a position in DFE in Q1 2016 and has held it in 40 quarters since. The position peaked at $22K in Q4 2025. 63 funds tracked by Wall St. Rank hold DFE as of Q1 2026.
- Carson Wealth (CWM LLC) held 300 shares of WisdomTree Europe SmallCap Dividend Fund worth $21.5K as of Q1 2026.
- Carson Wealth (CWM LLC) left its WisdomTree Europe SmallCap Dividend Fund share count unchanged in Q1 2026.
- WisdomTree Europe SmallCap Dividend Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4365 holding.
- Carson Wealth (CWM LLC) first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2016 and has held it in 40 quarters since.
- Carson Wealth (CWM LLC)'s WisdomTree Europe SmallCap Dividend Fund position peaked at $22K in Q4 2025.
- 63 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.