Carson Wealth (CWM LLC)
DWM icon

Carson Wealth (CWM LLC)’s WisdomTree International Equity Fund DWM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$310K Buy
4,435
+5
+0.1% +$359 ﹤0.01% 2360
2025
Q4 		$305K Buy
4,430
+14
+0.3% +$940 ﹤0.01% 2241
2025
Q3 		$292K Buy
4,416
+10
+0.2% +$650 ﹤0.01% 2158
2025
Q2 		$280K Buy
4,406
+35
+0.8% +$2.13K ﹤0.01% 1917
2025
Q1 		$254K Buy
4,371
+1,976
+83% +$111K ﹤0.01% 1774
2024
Q4 		$126K Buy
2,395
+2,305
+2,561% +$127K ﹤0.01% 2127
2024
Q3 		$5K Hold
90
– – ﹤0.01% 4086
2024
Q2 		$5K Buy
+90
New +$4.93K ﹤0.01% 3852
2023
Q3 		– Sell
-500
Closed -$25K – 4249
2023
Q2 		$25K Hold
500
– – ﹤0.01% 2475
2023
Q1 		$25K Hold
500
– – ﹤0.01% 2344
2022
Q4 		$24K Hold
500
– – ﹤0.01% 2234
2022
Q3 		$20K Hold
500
– – ﹤0.01% 2212
2022
Q2 		$23K Hold
500
– – ﹤0.01% 2025
2022
Q1 		$26K Hold
500
– – ﹤0.01% 1912
2021
Q4 		$27K Buy
+500
New +$26.8K ﹤0.01% 1825
2021
Q2 		$27K Hold
500
– – ﹤0.01% 1659
2021
Q1 		$27K Hold
500
– – ﹤0.01% 1659
2020
Q4 		$27K Hold
500
– – ﹤0.01% 1659
2020
Q3 		$27K Hold
500
– – ﹤0.01% 1659
2020
Q2 		$27K Hold
500
– – ﹤0.01% 1659
2020
Q1 		$27K Hold
500
– – ﹤0.01% 1659
2019
Q4 		$27K Hold
500
– – ﹤0.01% 1659
2019
Q3 		$27K Hold
500
– – ﹤0.01% 1659
2019
Q2 		$27K Hold
500
– – ﹤0.01% 1659
2019
Q1 		$27K Buy
+500
New +$24.8K ﹤0.01% 1659

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WisdomTree International Equity Fund (DWM) stake by 0.11% in Q1 2026, buying an estimated $359 and bringing the position to 4,435 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Carson Wealth (CWM LLC) first reported a position in DWM in Q1 2019 and has held it in 25 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,435 shares of WisdomTree International Equity Fund worth $310K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5 WisdomTree International Equity Fund shares in Q1 2026, an estimated $359.
  • WisdomTree International Equity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2360 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree International Equity Fund in Q1 2019 and has held it in 25 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

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