Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DNL Stock Details DNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Buy
49,494
+1,224
+3% +$52K 0.01% 1194
2025
Q4 		$1.99M Sell
48,270
-587
-1% -$24K 0.01% 1153
2025
Q3 		$1.98M Sell
48,857
-585
-1% -$23.3K 0.01% 1098
2025
Q2 		$1.99M Sell
49,442
-10,102
-17% -$379K 0.01% 957
2025
Q1 		$2.12M Sell
59,544
-695,943
-92% -$25.8M 0.01% 812
2024
Q4 		$27.2M Buy
755,487
+1,479
+0.2% +$55.7K 0.11% 160
2024
Q3 		$29.7M Sell
754,008
-6,360
-0.8% -$248K 0.13% 148
2024
Q2 		$29.7M Sell
760,368
-4,277
-0.6% -$166K 0.14% 138
2024
Q1 		$29.7M Buy
764,645
+61,594
+9% +$2.3M 0.14% 145
2023
Q4 		$26M Buy
703,051
+124,938
+22% +$4.3M 0.14% 149
2023
Q3 		$19.3M Buy
578,113
+91,525
+19% +$3.23M 0.12% 159
2023
Q2 		$17.4M Buy
486,588
+64,659
+15% +$2.3M 0.11% 174
2023
Q1 		$15M Buy
421,929
+86,372
+26% +$2.99M 0.1% 174
2022
Q4 		$10.8M Buy
335,557
+25,044
+8% +$772K 0.08% 194
2022
Q3 		$8.54M Buy
310,513
+36,578
+13% +$1.15M 0.07% 212
2022
Q2 		$8.68M Sell
273,935
-87,734
-24% -$3.13M 0.07% 216
2022
Q1 		$14.4M Buy
361,669
+78,655
+28% +$3.19M 0.1% 178
2021
Q4 		$12.3M Buy
+283,014
New +$11.9M 0.09% 191
2021
Q2 		$4.14M Sell
99,420
-99,420
-50% -$4.07M 0.03% 305
2021
Q1 		$4.14M Hold
198,840
– – 0.03% 305
2020
Q4 		$4.14M Hold
198,840
– – 0.03% 305
2020
Q3 		$4.14M Hold
198,840
– – 0.03% 305
2020
Q2 		$4.14M Hold
198,840
– – 0.03% 305
2020
Q1 		$4.14M Hold
198,840
– – 0.03% 305
2019
Q4 		$4.14M Hold
198,840
– – 0.03% 305
2019
Q3 		$4.14M Hold
198,840
– – 0.03% 305
2019
Q2 		$4.14M Hold
198,840
– – 0.03% 305
2019
Q1 		$4.14M Buy
+198,840
New +$5.33M 0.03% 305

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 2.5% in Q1 2026, buying an estimated $52K and bringing the position to 49,494 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1194.

Carson Wealth (CWM LLC) first reported a position in DNL in Q1 2019 and has held it in 28 quarters since. The position peaked at $29.7M in Q1 2024. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 49,494 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,224 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $52K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1194 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $29.7M in Q1 2024.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

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