Carson Wealth (CWM LLC)
DIM icon

Carson Wealth (CWM LLC)’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DIM Stock Details DIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-139
Closed -$11K – 5419
2025
Q3 		$11K Buy
+139
New +$10.6K ﹤0.01% 4425

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FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DIM Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2025, closing a stake of 139 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in DIM in Q3 2025 and held it in 1 quarter. The position peaked at $11K in Q3 2025. 47 funds tracked by Wall St. Rank hold DIM as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 139 WisdomTree International MidCap Dividend Fund shares in Q4 2025, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s WisdomTree International MidCap Dividend Fund position peaked at $11K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.