Carson Wealth (CWM LLC)
DOL icon

Carson Wealth (CWM LLC)’s WisdomTree True Developed International Fund DOL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.9M Sell
28,018
-2,027
-7% -$141K 0.01% 1222
2025
Q4 		$1.98M Buy
30,045
+277
+0.9% +$17.6K 0.01% 1156
2025
Q3 		$1.85M Sell
29,768
-3,555
-11% -$217K 0.01% 1119
2025
Q2 		$1.99M Buy
33,323
+258
+0.8% +$14.8K 0.01% 962
2025
Q1 		$1.82M Buy
33,065
+32,478
+5,533% +$1.73M 0.01% 860
2024
Q4 		$29K Hold
587
– – ﹤0.01% 3190
2024
Q3 		$32K Sell
587
-76
-11% -$3.98K ﹤0.01% 3046
2024
Q2 		$34K Buy
663
+1
+0.2% +$52 ﹤0.01% 2745
2024
Q1 		$34K Sell
662
-4
-0.6% -$199 ﹤0.01% 2555
2023
Q4 		$33K Buy
666
+48
+8% +$2.23K ﹤0.01% 2436
2023
Q3 		$28K Sell
618
-138
-18% -$6.48K ﹤0.01% 2449
2023
Q2 		$36K Buy
756
+169
+29% +$8.03K ﹤0.01% 2222
2023
Q1 		$27K Hold
587
– – ﹤0.01% 2285
2022
Q4 		$26K Sell
587
-471
-45% -$19.7K ﹤0.01% 2176
2022
Q3 		$40K Buy
1,058
+10
+1% +$414 ﹤0.01% 1766
2022
Q2 		$44K Buy
1,048
+24
+2% +$1.1K ﹤0.01% 1684
2022
Q1 		$50K Buy
1,024
+8
+0.8% +$392 ﹤0.01% 1609
2021
Q4 		$50K Buy
+1,016
New +$49.4K ﹤0.01% 1564
2021
Q2 		$49K Hold
999
– – ﹤0.01% 1409
2021
Q1 		$49K Hold
999
– – ﹤0.01% 1409
2020
Q4 		$49K Hold
999
– – ﹤0.01% 1409
2020
Q3 		$49K Hold
999
– – ﹤0.01% 1409
2020
Q2 		$49K Hold
999
– – ﹤0.01% 1409
2020
Q1 		$49K Hold
999
– – ﹤0.01% 1409
2019
Q4 		$49K Hold
999
– – ﹤0.01% 1409
2019
Q3 		$49K Hold
999
– – ﹤0.01% 1409
2019
Q2 		$49K Hold
999
– – ﹤0.01% 1409
2019
Q1 		$49K Sell
999
-1,495
-60% -$68K ﹤0.01% 1409
2018
Q4 		$106K Buy
2,494
+2,474
+12,370% +$111K ﹤0.01% 718
2018
Q3 		$1K Buy
+20
New +$964 ﹤0.01% 1648

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its WisdomTree True Developed International Fund (DOL) stake by 6.7% in Q1 2026, selling an estimated $141K and leaving 28,018 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #1222.

Carson Wealth (CWM LLC) first reported a position in DOL in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.99M in Q2 2025. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,018 shares of WisdomTree True Developed International Fund worth $1.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,027 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $141K.
  • WisdomTree True Developed International Fund made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1222 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree True Developed International Fund in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree True Developed International Fund position peaked at $1.99M in Q2 2025.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

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