Carson Wealth (CWM LLC)’s WisdomTree US High Dividend Fund DHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $86.6M | Buy |
|
|||||
|
2025
Q2 | $81M | Sell |
|
|||||
|
2025
Q1 | $84.7M | Sell |
|
|||||
|
2024
Q4 | $82.1M | Sell |
|
|||||
|
2024
Q3 | $85.5M | Sell |
|
|||||
|
2024
Q2 | $80.9M | Sell |
|
|||||
|
2024
Q1 | $88.6M | Sell |
|
|||||
|
2023
Q4 | $84.6M | Sell |
|
|||||
|
2023
Q3 | $86.1M | Buy |
|
|||||
|
2023
Q2 | $86.3M | Buy |
|
|||||
|
2023
Q1 | $84.8M | Buy |
|
|||||
|
2022
Q4 | $82.5M | Sell |
|
|||||
|
2022
Q3 | $73M | Buy |
|
|||||
|
2022
Q2 | $73M | Buy |
|
|||||
|
2022
Q1 | $73.7M | Buy |
|
|||||
|
2021
Q4 | $60.4M | Buy |
|
|||||
|
2021
Q2 | $43.6M | Hold |
|
|||||
|
2021
Q1 | $43.6M | Hold |
|
|||||
|
2020
Q4 | $43.6M | Hold |
|
|||||
|
2020
Q3 | $43.6M | Hold |
|
|||||
|
2020
Q2 | $43.6M | Hold |
|
|||||
|
2020
Q1 | $43.6M | Hold |
|
|||||
|
2019
Q4 | $43.6M | Hold |
|
|||||
|
2019
Q3 | $43.6M | Hold |
|
|||||
|
2019
Q2 | $43.6M | Hold |
|
|||||
|
2019
Q1 | $43.6M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $8K | Buy |
|