Carson Wealth (CWM LLC)’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Buy |
1,049
+7
| +0.7% | +$280 | ﹤0.01% | 3413 |
|
|
2025
Q1 | $37K | Buy |
1,042
+5
| +0.5% | +$178 | ﹤0.01% | 3222 |
|
|
2024
Q4 | $35K | Hold |
1,037
| – | – | ﹤0.01% | 3054 |
|
|
2024
Q3 | $41K | Sell |
1,037
-6
| -0.6% | -$237 | ﹤0.01% | 2845 |
|
|
2024
Q2 | $39K | Buy |
+1,043
| New | +$39K | ﹤0.01% | 2636 |
|
|
2023
Q3 | – | Sell |
-135
| Closed | -$5K | – | 4326 |
|
|
2023
Q2 | $5K | Buy |
+135
| New | +$5K | ﹤0.01% | 3441 |
|