Carson Wealth (CWM LLC)’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Buy |
+617
| New | +$46K | ﹤0.01% | 3341 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | – | – | 4952 |
|
|
2024
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4883 |
|
|
2023
Q4 | – | Sell |
-207
| Closed | -$12K | – | 4206 |
|
|
2023
Q3 | $12K | Hold |
207
| – | – | ﹤0.01% | 3029 |
|
|
2023
Q2 | $12K | Buy |
+207
| New | +$12K | ﹤0.01% | 2968 |
|
|
2022
Q4 | – | Sell |
-38
| Closed | -$2K | – | 4008 |
|
|
2022
Q3 | $2K | Sell |
38
-183
| -83% | -$9.63K | ﹤0.01% | 3433 |
|
|
2022
Q2 | $13K | Buy |
+221
| New | +$13K | ﹤0.01% | 2409 |
|
|
2022
Q1 | – | Sell |
-79
| Closed | -$6K | – | 3567 |
|
|
2021
Q4 | $6K | Buy |
+79
| New | +$6K | ﹤0.01% | 2611 |
|
|
2021
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 2402 |
|
|
2021
Q1 | $4K | Hold |
59
| – | – | ﹤0.01% | 2402 |
|
|
2020
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 2402 |
|
|
2020
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 2402 |
|
|
2020
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 2402 |
|
|
2020
Q1 | $4K | Hold |
59
| – | – | ﹤0.01% | 2402 |
|
|
2019
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 2402 |
|
|
2019
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 2402 |
|
|
2019
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 2402 |
|
|
2019
Q1 | $4K | Sell |
59
-3,354
| -98% | -$227K | ﹤0.01% | 2402 |
|
|
2018
Q4 | $206K | Sell |
3,413
-72
| -2% | -$4.35K | 0.01% | 593 |
|
|
2018
Q3 | $248K | Buy |
+3,485
| New | +$248K | 0.01% | 485 |
|