Carson Wealth (CWM LLC)’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21K Hold
300
﹤0.01% 3863
2025
Q1
$18K Hold
300
﹤0.01% 3740
2024
Q4
$17K Hold
300
﹤0.01% 3534
2024
Q3
$19K Hold
300
﹤0.01% 3380
2024
Q2
$18K Hold
300
﹤0.01% 3170
2024
Q1
$18K Hold
300
﹤0.01% 2963
2023
Q4
$18K Hold
300
﹤0.01% 2825
2023
Q3
$16K Hold
300
﹤0.01% 2826
2023
Q2
$17K Hold
300
﹤0.01% 2736
2023
Q1
$17K Hold
300
﹤0.01% 2607
2022
Q4
$16K Hold
300
﹤0.01% 2502
2022
Q3
$14K Hold
300
﹤0.01% 2454
2022
Q2
$17K Hold
300
﹤0.01% 2212
2022
Q1
$20K Hold
300
﹤0.01% 2075
2021
Q4
$22K Buy
+300
New +$22K ﹤0.01% 1935
2021
Q2
$22K Hold
300
﹤0.01% 1740
2021
Q1
$22K Hold
300
﹤0.01% 1740
2020
Q4
$22K Hold
300
﹤0.01% 1740
2020
Q3
$22K Hold
300
﹤0.01% 1740
2020
Q2
$22K Hold
300
﹤0.01% 1740
2020
Q1
$22K Hold
300
﹤0.01% 1740
2019
Q4
$22K Hold
300
﹤0.01% 1740
2019
Q3
$22K Hold
300
﹤0.01% 1740
2019
Q2
$22K Hold
300
﹤0.01% 1740
2019
Q1
$22K Hold
300
﹤0.01% 1740
2018
Q4
$16K Hold
300
﹤0.01% 1190
2018
Q3
$19K Hold
300
﹤0.01% 959
2018
Q2
$20K Hold
300
﹤0.01% 836
2018
Q1
$21K Hold
300
﹤0.01% 693
2017
Q4
$21K Hold
300
﹤0.01% 682
2017
Q3
$21K Hold
300
﹤0.01% 688
2017
Q2
$19K Hold
300
﹤0.01% 632
2017
Q1
$18K Hold
300
﹤0.01% 614
2016
Q4
$16K Hold
300
﹤0.01% 626
2016
Q3
$17K Hold
300
﹤0.01% 568
2016
Q2
$15K Hold
300
﹤0.01% 497
2016
Q1
$17K Buy
+300
New +$17K ﹤0.01% 462