Carson Wealth (CWM LLC)
DGS icon

Carson Wealth (CWM LLC)’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Buy
1,955
+444
+29% +$27.1K ﹤0.01% 3125
2025
Q4 		$87K Buy
1,511
+14
+0.9% +$796 ﹤0.01% 3172
2025
Q3 		$86K Buy
1,497
+1,322
+755% +$74.9K ﹤0.01% 3101
2025
Q2 		$10K Hold
175
– – ﹤0.01% 4280
2025
Q1 		$8K Sell
175
-2
-1% -$98 ﹤0.01% 4205
2024
Q4 		$9K Hold
177
– – ﹤0.01% 3914
2024
Q3 		$10K Buy
177
+3
+2% +$156 ﹤0.01% 3772
2024
Q2 		$9K Buy
+174
New +$8.96K ﹤0.01% 3594
2024
Q1 		– Sell
-709
Closed -$35K – 4399
2023
Q4 		$35K Sell
709
-100
-12% -$4.68K ﹤0.01% 2389
2023
Q3 		$37K Buy
809
+709
+709% +$33.9K ﹤0.01% 2263
2023
Q2 		$5K Buy
+100
New +$4.64K ﹤0.01% 3425
2022
Q4 		– Sell
-545
Closed -$22K – 4015
2022
Q3 		$22K Sell
545
-90
-14% -$3.97K ﹤0.01% 2159
2022
Q2 		$28K Buy
635
+106
+20% +$5.26K ﹤0.01% 1921
2022
Q1 		$28K Hold
529
– – ﹤0.01% 1869
2021
Q4 		$28K Buy
+529
New +$27.8K ﹤0.01% 1804
2019
Q1 		– Sell
-19,398
Closed -$813K – 2998
2018
Q4 		$813K Buy
+19,398
New +$824K 0.02% 389
2017
Q4 		– Sell
-15
Closed -$1K – 1478
2017
Q3 		$1K Hold
15
– – ﹤0.01% 1358
2017
Q2 		$1K Hold
15
– – ﹤0.01% 1084
2017
Q1 		$1K Hold
15
– – ﹤0.01% 1049
2016
Q4 		$1K Buy
+15
New +$601 ﹤0.01% 1042

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 29% in Q1 2026, buying an estimated $27.1K and bringing the position to 1,955 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Carson Wealth (CWM LLC) first reported a position in DGS in Q4 2016 and has held it in 20 quarters since. The position peaked at $813K in Q4 2018. 258 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,955 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $118K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 444 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $27.1K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3125 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2016 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $813K in Q4 2018.
  • 258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

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