Carson Wealth (CWM LLC)
DLN icon

Carson Wealth (CWM LLC)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Sell
11,630
-394
-3% -$35.8K ﹤0.01% 1516
2025
Q4 		$1.06M Buy
12,024
+956
+9% +$83.5K ﹤0.01% 1459
2025
Q3 		$963K Buy
11,068
+2,451
+28% +$207K ﹤0.01% 1432
2025
Q2 		$708K Sell
8,617
-1,311
-13% -$102K ﹤0.01% 1430
2025
Q1 		$788K Buy
9,928
+5,681
+134% +$453K ﹤0.01% 1268
2024
Q4 		$330K Buy
4,247
+866
+26% +$69.1K ﹤0.01% 1537
2024
Q3 		$266K Buy
3,381
+9
+0.3% +$679 ﹤0.01% 1611
2024
Q2 		$245K Buy
3,372
+1,320
+64% +$93.9K ﹤0.01% 1483
2024
Q1 		$148K Buy
2,052
+528
+35% +$36.3K ﹤0.01% 1662
2023
Q4 		$101K Buy
1,524
+56
+4% +$3.52K ﹤0.01% 1763
2023
Q3 		$90K Buy
1,468
+171
+13% +$10.9K ﹤0.01% 1699
2023
Q2 		$82K Buy
1,297
+203
+19% +$12.6K ﹤0.01% 1671
2023
Q1 		$68K Sell
1,094
-22
-2% -$1.37K ﹤0.01% 1697
2022
Q4 		$69K Hold
1,116
– – ﹤0.01% 1552
2022
Q3 		$62K Hold
1,116
– – ﹤0.01% 1562
2022
Q2 		$66K Sell
1,116
-165
-13% -$10.4K ﹤0.01% 1497
2022
Q1 		$84K Buy
1,281
+347
+37% +$22.5K ﹤0.01% 1395
2021
Q4 		$62K Buy
+934
New +$59.1K ﹤0.01% 1483
2021
Q2 		$56K Hold
934
– – ﹤0.01% 1351
2021
Q1 		$56K Hold
934
– – ﹤0.01% 1351
2020
Q4 		$56K Hold
934
– – ﹤0.01% 1351
2020
Q3 		$56K Hold
934
– – ﹤0.01% 1351
2020
Q2 		$56K Hold
934
– – ﹤0.01% 1351
2020
Q1 		$56K Hold
934
– – ﹤0.01% 1351
2019
Q4 		$56K Hold
934
– – ﹤0.01% 1351
2019
Q3 		$56K Hold
934
– – ﹤0.01% 1351
2019
Q2 		$56K Hold
934
– – ﹤0.01% 1351
2019
Q1 		$56K Buy
+934
New +$42.5K ﹤0.01% 1351

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 3.3% in Q1 2026, selling an estimated $35.8K and leaving 11,630 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Carson Wealth (CWM LLC) first reported a position in DLN in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.06M in Q4 2025. 468 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,630 shares of WisdomTree US LargeCap Dividend Fund worth $1.04M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 394 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $35.8K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1516 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree US LargeCap Dividend Fund position peaked at $1.06M in Q4 2025.
  • 468 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

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