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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$699K Buy
2025
Q2 		$637K Buy
2025
Q1 		$603K Hold
2024
Q4 		$666K Buy