Carson Wealth (CWM LLC)
DGRW icon

Carson Wealth (CWM LLC)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.3M Sell
527,285
-11,771
-2% -$1.07M 0.12% 164
2025
Q4 		$48.2M Buy
539,056
+65,222
+14% +$5.81M 0.13% 151
2025
Q3 		$42.2M Buy
473,834
+89,402
+23% +$7.75M 0.13% 144
2025
Q2 		$32.2M Buy
384,432
+1,485
+0.4% +$118K 0.11% 161
2025
Q1 		$30.6M Buy
382,947
+42,617
+13% +$3.49M 0.12% 153
2024
Q4 		$27.5M Buy
340,330
+47,284
+16% +$3.95M 0.11% 158
2024
Q3 		$24.4M Buy
293,046
+52,194
+22% +$4.18M 0.1% 180
2024
Q2 		$18.8M Buy
240,852
+13,607
+6% +$1.03M 0.09% 208
2024
Q1 		$17.3M Buy
227,245
+31,816
+16% +$2.32M 0.08% 213
2023
Q4 		$13.7M Buy
195,429
+64,039
+49% +$4.23M 0.07% 234
2023
Q3 		$8.34M Buy
131,390
+88,384
+206% +$5.87M 0.05% 267
2023
Q2 		$2.87M Buy
43,006
+35,017
+438% +$2.22M 0.02% 454
2023
Q1 		$498K Buy
7,989
+4,402
+123% +$271K ﹤0.01% 894
2022
Q4 		$216K Sell
3,587
-805
-18% -$48K ﹤0.01% 1075
2022
Q3 		$237K Sell
4,392
-2,860
-39% -$169K ﹤0.01% 984
2022
Q2 		$416K Buy
7,252
+4,950
+215% +$300K ﹤0.01% 788
2022
Q1 		$147K Buy
2,302
+1,247
+118% +$78.7K ﹤0.01% 1174
2021
Q4 		$69K Buy
+1,055
New +$66.3K ﹤0.01% 1446
2021
Q2 		$18K Hold
294
– – ﹤0.01% 1829
2021
Q1 		$18K Hold
294
– – ﹤0.01% 1829
2020
Q4 		$18K Hold
294
– – ﹤0.01% 1829
2020
Q3 		$18K Hold
294
– – ﹤0.01% 1829
2020
Q2 		$18K Hold
294
– – ﹤0.01% 1829
2020
Q1 		$18K Hold
294
– – ﹤0.01% 1829
2019
Q4 		$18K Hold
294
– – ﹤0.01% 1829
2019
Q3 		$18K Hold
294
– – ﹤0.01% 1829
2019
Q2 		$18K Hold
294
– – ﹤0.01% 1829
2019
Q1 		$18K Sell
294
-2,174
-88% -$89.7K ﹤0.01% 1829
2018
Q4 		$95K Buy
2,468
+324
+15% +$13.4K ﹤0.01% 732
2018
Q3 		$95K Buy
+2,144
New +$92.7K ﹤0.01% 631

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.2% in Q1 2026, selling an estimated $1.07M and leaving 527,285 shares worth $46.3M. The position accounts for 0.12% of the portfolio, ranked #164.

Carson Wealth (CWM LLC) first reported a position in DGRW in Q3 2018 and has held it in 30 quarters since. The position peaked at $48.2M in Q4 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 527,285 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $46.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 11,771 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.07M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #164 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $48.2M in Q4 2025.
  • 772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

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