Carson Wealth (CWM LLC)
DTD icon

Carson Wealth (CWM LLC)’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.2M Sell
48,631
-431
-0.9% -$37.9K 0.01% 886
2025
Q4 		$4.16M Buy
49,062
+3,389
+7% +$285K 0.01% 853
2025
Q3 		$3.84M Buy
45,673
+2,508
+6% +$205K 0.01% 829
2025
Q2 		$3.43M Buy
43,165
+23,525
+120% +$1.78M 0.01% 722
2025
Q1 		$1.51M Sell
19,640
-237
-1% -$18.4K 0.01% 934
2024
Q4 		$1.51M Buy
19,877
+2,823
+17% +$220K 0.01% 898
2024
Q3 		$1.31M Buy
17,054
+33
+0.2% +$2.43K 0.01% 883
2024
Q2 		$1.21M Buy
17,021
+98
+0.6% +$6.82K 0.01% 808
2024
Q1 		$1.2M Buy
16,923
+14,568
+619% +$979K 0.01% 792
2023
Q4 		$154K Buy
2,355
+518
+28% +$31.9K ﹤0.01% 1536
2023
Q3 		$111K Buy
1,837
+1,025
+126% +$64K ﹤0.01% 1571
2023
Q2 		$50K Buy
812
+219
+37% +$13.3K ﹤0.01% 1985
2023
Q1 		$36K Hold
593
– – ﹤0.01% 2088
2022
Q4 		$36K Hold
593
– – ﹤0.01% 1955
2022
Q3 		$32K Sell
593
-207
-26% -$12.3K ﹤0.01% 1909
2022
Q2 		$46K Sell
800
-201
-20% -$12.4K ﹤0.01% 1661
2022
Q1 		$65K Sell
1,001
-65,415
-98% -$4.16M ﹤0.01% 1486
2021
Q4 		$4.3M Buy
+66,416
New +$4.13M 0.03% 315
2021
Q2 		$5.44M Hold
91,888
– – 0.04% 279
2021
Q1 		$5.44M Hold
91,888
– – 0.04% 279
2020
Q4 		$5.44M Hold
91,888
– – 0.04% 279
2020
Q3 		$5.44M Hold
91,888
– – 0.04% 279
2020
Q2 		$5.44M Hold
91,888
– – 0.04% 279
2020
Q1 		$5.44M Hold
91,888
– – 0.04% 279
2019
Q4 		$5.44M Hold
91,888
– – 0.04% 279
2019
Q3 		$5.44M Hold
91,888
– – 0.04% 279
2019
Q2 		$5.44M Hold
91,888
– – 0.04% 279
2019
Q1 		$5.44M Buy
91,888
+87,332
+1,917% +$4M 0.04% 279
2018
Q4 		$193K Buy
4,556
+3,080
+209% +$140K ﹤0.01% 605
2018
Q3 		$71K Buy
+1,476
New +$70K ﹤0.01% 677

Other funds holding DTD

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.88% in Q1 2026, selling an estimated $37.9K and leaving 48,631 shares worth $4.2M. The position accounts for 0.01% of the portfolio, ranked #886.

Carson Wealth (CWM LLC) first reported a position in DTD in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.44M in Q2 2021. 211 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 48,631 shares of WisdomTree US Total Dividend Fund worth $4.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 431 WisdomTree US Total Dividend Fund shares in Q1 2026, an estimated $37.9K.
  • WisdomTree US Total Dividend Fund made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #886 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree US Total Dividend Fund in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree US Total Dividend Fund position peaked at $5.44M in Q2 2021.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

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