Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DNL Stock Details DNL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.99M Sell
49,442
-10,102
-17% -$407K 0.01% 956
2025
Q1 		$2.12M Sell
59,544
-695,943
-92% -$24.8M 0.01% 812
2024
Q4 		$27.2M Buy
755,487
+1,479
+0.2% +$53.2K 0.11% 160
2024
Q3 		$29.7M Sell
754,008
-6,360
-0.8% -$251K 0.13% 148
2024
Q2 		$29.7M Sell
760,368
-4,277
-0.6% -$167K 0.14% 138
2024
Q1 		$29.7M Buy
764,645
+61,594
+9% +$2.4M 0.14% 145
2023
Q4 		$26M Buy
703,051
+124,938
+22% +$4.62M 0.14% 149
2023
Q3 		$19.3M Buy
578,113
+91,525
+19% +$3.06M 0.12% 159
2023
Q2 		$17.4M Buy
486,588
+64,659
+15% +$2.32M 0.11% 174
2023
Q1 		$15M Buy
421,929
+86,372
+26% +$3.06M 0.1% 174
2022
Q4 		$10.8M Buy
335,557
+25,044
+8% +$807K 0.08% 194
2022
Q3 		$8.54M Buy
310,513
+36,578
+13% +$1.01M 0.07% 212
2022
Q2 		$8.68M Sell
273,935
-87,734
-24% -$2.78M 0.07% 216
2022
Q1 		$14.4M Buy
361,669
+78,655
+28% +$3.12M 0.1% 178
2021
Q4 		$12.3M Buy
+283,014
New +$12.3M 0.09% 191
2021
Q2 		$4.14M Sell
99,420
-99,420
-50% -$4.14M 0.03% 304
2021
Q1 		$4.14M Hold
198,840
– – 0.03% 304
2020
Q4 		$4.14M Hold
198,840
– – 0.03% 304
2020
Q3 		$4.14M Hold
198,840
– – 0.03% 304
2020
Q2 		$4.14M Hold
198,840
– – 0.03% 304
2020
Q1 		$4.14M Hold
198,840
– – 0.03% 304
2019
Q4 		$4.14M Hold
198,840
– – 0.03% 304
2019
Q3 		$4.14M Hold
198,840
– – 0.03% 304
2019
Q2 		$4.14M Hold
198,840
– – 0.03% 304
2019
Q1 		$4.14M Buy
+198,840
New +$4.14M 0.03% 304