Carson Wealth (CWM LLC)’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $292K | Buy |
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|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $254K | Buy |
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|
2024
Q4 | $126K | Buy |
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|
2024
Q3 | $5K | Hold |
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|
2024
Q2 | $5K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $25K | Hold |
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|
2023
Q1 | $25K | Hold |
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|
2022
Q4 | $24K | Hold |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $27K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $27K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $27K | Buy |
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