Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$637K Buy
12,502
+151
+1% +$7.69K ﹤0.01% 1485
2025
Q1 		$603K Hold
12,351
– – ﹤0.01% 1382
2024
Q4 		$666K Buy
+12,351
New +$666K ﹤0.01% 1270