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
2025
Q3 		$119K Buy
2025
Q2 		$42K Buy
2025
Q1 		$37K Buy
2024
Q4 		$35K Hold
2024
Q3 		$41K Sell
2024
Q2 		$39K Buy
2023
Q3 		– Sell
2023
Q2 		$5K Buy