Carson Wealth (CWM LLC)’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
33,323
+258
| +0.8% | +$15.4K | 0.01% | 961 |
|
|
2025
Q1 | $1.82M | Buy |
33,065
+32,478
| +5,533% | +$1.79M | 0.01% | 860 |
|
|
2024
Q4 | $29K | Hold |
587
| – | – | ﹤0.01% | 3188 |
|
|
2024
Q3 | $32K | Sell |
587
-76
| -11% | -$4.14K | ﹤0.01% | 3044 |
|
|
2024
Q2 | $34K | Buy |
663
+1
| +0.2% | +$51 | ﹤0.01% | 2743 |
|
|
2024
Q1 | $34K | Sell |
662
-4
| -0.6% | -$205 | ﹤0.01% | 2553 |
|
|
2023
Q4 | $33K | Buy |
666
+48
| +8% | +$2.38K | ﹤0.01% | 2434 |
|
|
2023
Q3 | $28K | Sell |
618
-138
| -18% | -$6.25K | ﹤0.01% | 2448 |
|
|
2023
Q2 | $36K | Buy |
756
+169
| +29% | +$8.05K | ﹤0.01% | 2219 |
|
|
2023
Q1 | $27K | Hold |
587
| – | – | ﹤0.01% | 2283 |
|
|
2022
Q4 | $26K | Sell |
587
-471
| -45% | -$20.9K | ﹤0.01% | 2174 |
|
|
2022
Q3 | $40K | Buy |
1,058
+10
| +1% | +$378 | ﹤0.01% | 1764 |
|
|
2022
Q2 | $44K | Buy |
1,048
+24
| +2% | +$1.01K | ﹤0.01% | 1682 |
|
|
2022
Q1 | $50K | Buy |
1,024
+8
| +0.8% | +$391 | ﹤0.01% | 1607 |
|
|
2021
Q4 | $50K | Buy |
+1,016
| New | +$50K | ﹤0.01% | 1562 |
|
|
2021
Q2 | $49K | Hold |
999
| – | – | ﹤0.01% | 1406 |
|
|
2021
Q1 | $49K | Hold |
999
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q4 | $49K | Hold |
999
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q3 | $49K | Hold |
999
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q2 | $49K | Hold |
999
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q1 | $49K | Hold |
999
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q4 | $49K | Hold |
999
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q3 | $49K | Hold |
999
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q2 | $49K | Hold |
999
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q1 | $49K | Sell |
999
-1,495
| -60% | -$73.3K | ﹤0.01% | 1406 |
|
|
2018
Q4 | $106K | Buy |
2,494
+2,474
| +12,370% | +$105K | ﹤0.01% | 717 |
|
|
2018
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1644 |
|