Carson Wealth (CWM LLC)
IQDG icon

Carson Wealth (CWM LLC)’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IQDG Stock Details IQDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Sell
3,669
-19
-0.5% -$806 ﹤0.01% 2971
2025
Q4 		$153K Buy
3,688
+713
+24% +$28.8K ﹤0.01% 2766
2025
Q3 		$119K Buy
2,975
+1,926
+184% +$75.5K ﹤0.01% 2840
2025
Q2 		$42K Buy
1,049
+7
+0.7% +$262 ﹤0.01% 3415
2025
Q1 		$37K Buy
1,042
+5
+0.5% +$182 ﹤0.01% 3225
2024
Q4 		$35K Hold
1,037
– – ﹤0.01% 3056
2024
Q3 		$41K Sell
1,037
-6
-0.6% -$227 ﹤0.01% 2847
2024
Q2 		$39K Buy
+1,043
New +$39K ﹤0.01% 2638
2023
Q3 		– Sell
-135
Closed -$5K – 4335
2023
Q2 		$5K Buy
+135
New +$4.65K ﹤0.01% 3445

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.52% in Q1 2026, selling an estimated $806 and leaving 3,669 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

Carson Wealth (CWM LLC) first reported a position in IQDG in Q2 2023 and has held it in 9 quarters since. The position peaked at $153K in Q4 2025. 147 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,669 shares of WisdomTree International Quality Dividend Growth Fund worth $147K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 19 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $806.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2971 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2023 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree International Quality Dividend Growth Fund position peaked at $153K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

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