Carson Wealth (CWM LLC)
QGRW icon

Carson Wealth (CWM LLC)’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QGRW Stock Details QGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.08M Buy
58,666
+53,607
+1,060% +$2.82M 0.01% 771
2025
Q1 		$222K Sell
5,059
-145
-3% -$6.36K ﹤0.01% 1849
2024
Q4 		$256K Buy
5,204
+296
+6% +$14.6K ﹤0.01% 1681
2024
Q3 		$224K Buy
+4,908
New +$224K ﹤0.01% 1697