Carson Wealth (CWM LLC)’s WisdomTree Growth Leaders Fund PLAT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PLAT Stock Details PLAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,012	Closed	-$31K	–	4660
2023 Q3	$31K	Hold	1,012	–	–	﹤0.01%	2401
2023 Q2	$33K	Hold	1,012	–	–	﹤0.01%	2306
2023 Q1	$30K	Buy	1,012 +56	+6%	+$1.55K	﹤0.01%	2238
2022 Q4	$24K	Hold	956	–	–	﹤0.01%	2255
2022 Q3	$24K	Hold	956	–	–	﹤0.01%	2123
2022 Q2	$26K	Hold	956	–	–	﹤0.01%	1975
2022 Q1	$35K	Hold	956	–	–	﹤0.01%	1783
2021 Q4	$42K	Buy	+956	New	+$44K	﹤0.01%	1652
2021 Q2	$47K	Hold	956	–	–	﹤0.01%	1429
2021 Q1	$47K	Hold	956	–	–	﹤0.01%	1429
2020 Q4	$47K	Hold	956	–	–	﹤0.01%	1429
2020 Q3	$47K	Hold	956	–	–	﹤0.01%	1429
2020 Q2	$47K	Hold	956	–	–	﹤0.01%	1429
2020 Q1	$47K	Hold	956	–	–	﹤0.01%	1429
2019 Q4	$47K	Hold	956	–	–	﹤0.01%	1429
2019 Q3	$47K	Hold	956	–	–	﹤0.01%	1429
2019 Q2	$47K	Buy	+956	New	+$24.1K	﹤0.01%	1429

Carson Wealth (CWM LLC)'s PLAT Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree Growth Leaders Fund (PLAT) in Q4 2023, closing a stake of 1,012 shares — an estimated $31K sold.

Carson Wealth (CWM LLC) first reported a position in PLAT in Q2 2019 and held it in 17 quarters. The position peaked at $47K in Q2 2021. 0 funds tracked by Wall St. Rank hold PLAT as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining WisdomTree Growth Leaders Fund position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,012 WisdomTree Growth Leaders Fund shares in Q4 2023, an estimated $31K.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Growth Leaders Fund in Q2 2019 and held it in 17 quarters.
Carson Wealth (CWM LLC)'s WisdomTree Growth Leaders Fund position peaked at $47K in Q2 2021.
0 funds tracked by Wall St. Rank held WisdomTree Growth Leaders Fund as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.