Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.05M Sell
58,029
-2,460
-4% -$133K 0.01% 1021
2025
Q4 		$3.12M Sell
60,489
-7,691
-11% -$396K 0.01% 973
2025
Q3 		$3.57M Sell
68,180
-24,310
-26% -$1.26M 0.01% 854
2025
Q2 		$4.64M Sell
92,490
-933
-1% -$45K 0.02% 610
2025
Q1 		$4.63M Sell
93,423
-33,895
-27% -$1.73M 0.02% 551
2024
Q4 		$6.49M Buy
127,318
+42,139
+49% +$2.21M 0.03% 420
2024
Q3 		$4.36M Buy
85,179
+8,096
+11% +$396K 0.02% 472
2024
Q2 		$3.6M Buy
77,083
+4,279
+6% +$202K 0.02% 494
2024
Q1 		$3.55M Buy
72,804
+8,397
+13% +$385K 0.02% 482
2023
Q4 		$2.94M Buy
64,407
+45,747
+245% +$1.92M 0.02% 504
2023
Q3 		$764K Buy
18,660
+16,635
+821% +$709K ﹤0.01% 841
2023
Q2 		$85K Buy
2,025
+429
+27% +$17.4K ﹤0.01% 1649
2023
Q1 		$65K Hold
1,596
– – ﹤0.01% 1724
2022
Q4 		$66K Sell
1,596
-1,734
-52% -$71.7K ﹤0.01% 1578
2022
Q3 		$125K Buy
3,330
+201
+6% +$8.28K ﹤0.01% 1248
2022
Q2 		$122K Buy
3,129
+1,489
+91% +$62.8K ﹤0.01% 1233
2022
Q1 		$73K Buy
1,640
+288
+21% +$12.6K ﹤0.01% 1447
2021
Q4 		$60K Buy
+1,352
New +$59K ﹤0.01% 1497
2021
Q2 		$74K Hold
1,768
– – ﹤0.01% 1245
2021
Q1 		$74K Hold
1,768
– – ﹤0.01% 1245
2020
Q4 		$74K Hold
1,768
– – ﹤0.01% 1245
2020
Q3 		$74K Hold
1,768
– – ﹤0.01% 1245
2020
Q2 		$74K Hold
1,768
– – ﹤0.01% 1245
2020
Q1 		$74K Hold
1,768
– – ﹤0.01% 1245
2019
Q4 		$74K Hold
1,768
– – ﹤0.01% 1245
2019
Q3 		$74K Hold
1,768
– – ﹤0.01% 1245
2019
Q2 		$74K Hold
1,768
– – ﹤0.01% 1245
2019
Q1 		$74K Sell
1,768
-257
-13% -$8.97K ﹤0.01% 1245
2018
Q4 		$64K Hold
2,025
– – ﹤0.01% 821
2018
Q3 		$75K Buy
+2,025
New +$74.6K ﹤0.01% 669

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 4.1% in Q1 2026, selling an estimated $133K and leaving 58,029 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #1021.

Carson Wealth (CWM LLC) first reported a position in DON in Q3 2018 and has held it in 30 quarters since. The position peaked at $6.49M in Q4 2024. 465 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Carson Wealth (CWM LLC) held 58,029 shares of WisdomTree US MidCap Dividend Fund worth $3.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,460 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $133K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1021 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree US MidCap Dividend Fund position peaked at $6.49M in Q4 2024.
  • 465 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

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