Carson Wealth (CWM LLC)’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
4,406
+35
| +0.8% | +$2.22K | ﹤0.01% | 1915 |
|
|
2025
Q1 | $254K | Buy |
4,371
+1,976
| +83% | +$115K | ﹤0.01% | 1772 |
|
|
2024
Q4 | $126K | Buy |
2,395
+2,305
| +2,561% | +$121K | ﹤0.01% | 2125 |
|
|
2024
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 4084 |
|
|
2024
Q2 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 3850 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$25K | – | 4240 |
|
|
2023
Q2 | $25K | Hold |
500
| – | – | ﹤0.01% | 2472 |
|
|
2023
Q1 | $25K | Hold |
500
| – | – | ﹤0.01% | 2342 |
|
|
2022
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 2232 |
|
|
2022
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 2209 |
|
|
2022
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 2023 |
|
|
2022
Q1 | $26K | Hold |
500
| – | – | ﹤0.01% | 1910 |
|
|
2021
Q4 | $27K | Buy |
+500
| New | +$27K | ﹤0.01% | 1823 |
|
|
2021
Q2 | $27K | Hold |
500
| – | – | ﹤0.01% | 1656 |
|
|
2021
Q1 | $27K | Hold |
500
| – | – | ﹤0.01% | 1656 |
|
|
2020
Q4 | $27K | Hold |
500
| – | – | ﹤0.01% | 1656 |
|
|
2020
Q3 | $27K | Hold |
500
| – | – | ﹤0.01% | 1656 |
|
|
2020
Q2 | $27K | Hold |
500
| – | – | ﹤0.01% | 1656 |
|
|
2020
Q1 | $27K | Hold |
500
| – | – | ﹤0.01% | 1656 |
|
|
2019
Q4 | $27K | Hold |
500
| – | – | ﹤0.01% | 1656 |
|
|
2019
Q3 | $27K | Hold |
500
| – | – | ﹤0.01% | 1656 |
|
|
2019
Q2 | $27K | Hold |
500
| – | – | ﹤0.01% | 1656 |
|
|
2019
Q1 | $27K | Buy |
+500
| New | +$27K | ﹤0.01% | 1656 |
|