Carson Wealth (CWM LLC)’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
43,165
+23,525
| +120% | +$1.87M | 0.01% | 722 |
|
|
2025
Q1 | $1.51M | Sell |
19,640
-237
| -1% | -$18.2K | 0.01% | 934 |
|
|
2024
Q4 | $1.51M | Buy |
19,877
+2,823
| +17% | +$214K | 0.01% | 897 |
|
|
2024
Q3 | $1.31M | Buy |
17,054
+33
| +0.2% | +$2.53K | 0.01% | 882 |
|
|
2024
Q2 | $1.21M | Buy |
17,021
+98
| +0.6% | +$6.94K | 0.01% | 807 |
|
|
2024
Q1 | $1.2M | Buy |
16,923
+14,568
| +619% | +$1.03M | 0.01% | 791 |
|
|
2023
Q4 | $154K | Buy |
2,355
+518
| +28% | +$33.9K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $111K | Buy |
1,837
+1,025
| +126% | +$61.9K | ﹤0.01% | 1570 |
|
|
2023
Q2 | $50K | Buy |
812
+219
| +37% | +$13.5K | ﹤0.01% | 1983 |
|
|
2023
Q1 | $36K | Hold |
593
| – | – | ﹤0.01% | 2086 |
|
|
2022
Q4 | $36K | Hold |
593
| – | – | ﹤0.01% | 1953 |
|
|
2022
Q3 | $32K | Sell |
593
-207
| -26% | -$11.2K | ﹤0.01% | 1907 |
|
|
2022
Q2 | $46K | Sell |
800
-201
| -20% | -$11.6K | ﹤0.01% | 1659 |
|
|
2022
Q1 | $65K | Sell |
1,001
-65,415
| -98% | -$4.25M | ﹤0.01% | 1484 |
|
|
2021
Q4 | $4.3M | Buy |
+66,416
| New | +$4.3M | 0.03% | 315 |
|
|
2021
Q2 | $5.44M | Hold |
91,888
| – | – | 0.04% | 278 |
|
|
2021
Q1 | $5.44M | Hold |
91,888
| – | – | 0.04% | 278 |
|
|
2020
Q4 | $5.44M | Hold |
91,888
| – | – | 0.04% | 278 |
|
|
2020
Q3 | $5.44M | Hold |
91,888
| – | – | 0.04% | 278 |
|
|
2020
Q2 | $5.44M | Hold |
91,888
| – | – | 0.04% | 278 |
|
|
2020
Q1 | $5.44M | Hold |
91,888
| – | – | 0.04% | 278 |
|
|
2019
Q4 | $5.44M | Hold |
91,888
| – | – | 0.04% | 278 |
|
|
2019
Q3 | $5.44M | Hold |
91,888
| – | – | 0.04% | 278 |
|
|
2019
Q2 | $5.44M | Hold |
91,888
| – | – | 0.04% | 278 |
|
|
2019
Q1 | $5.44M | Buy |
91,888
+87,332
| +1,917% | +$5.17M | 0.04% | 278 |
|
|
2018
Q4 | $193K | Buy |
4,556
+3,080
| +209% | +$130K | ﹤0.01% | 604 |
|
|
2018
Q3 | $71K | Buy |
+1,476
| New | +$71K | ﹤0.01% | 675 |
|