Carson Wealth (CWM LLC)’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.84M | Buy |
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|
2025
Q2 | $3.43M | Buy |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.31M | Buy |
|
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $154K | Buy |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | $50K | Buy |
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|
2023
Q1 | $36K | Hold |
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|
2022
Q4 | $36K | Hold |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $46K | Sell |
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|
2022
Q1 | $65K | Sell |
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|
2021
Q4 | $4.3M | Buy |
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|
2021
Q2 | $5.44M | Hold |
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|
2021
Q1 | $5.44M | Hold |
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|
2020
Q4 | $5.44M | Hold |
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|
2020
Q3 | $5.44M | Hold |
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|
2020
Q2 | $5.44M | Hold |
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|
2020
Q1 | $5.44M | Hold |
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|
2019
Q4 | $5.44M | Hold |
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|
2019
Q3 | $5.44M | Hold |
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|
2019
Q2 | $5.44M | Hold |
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|
2019
Q1 | $5.44M | Buy |
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|
2018
Q4 | $193K | Buy |
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|
2018
Q3 | $71K | Buy |
|