Carson Wealth (CWM LLC)’s WisdomTree True Developed International Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.85M | Sell |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $29K | Hold |
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|
2024
Q3 | $32K | Sell |
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|
2024
Q2 | $34K | Buy |
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|
2024
Q1 | $34K | Sell |
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|
2023
Q4 | $33K | Buy |
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|
2023
Q3 | $28K | Sell |
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|
2023
Q2 | $36K | Buy |
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|
2023
Q1 | $27K | Hold |
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|
2022
Q4 | $26K | Sell |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $50K | Buy |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $49K | Hold |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $49K | Hold |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $49K | Sell |
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|
2018
Q4 | $106K | Buy |
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|
2018
Q3 | $1K | Buy |
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