Carson Wealth (CWM LLC)’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-8,218	Closed	-$234K	–	3335
2018 Q4	$234K	Sell	8,218 -1,293	-14%	-$37.9K	0.01%	569
2018 Q3	$297K	Sell	9,511 -576	-6%	-$18.1K	0.01%	448
2018 Q2	$312K	Sell	10,087 -1,172	-10%	-$39K	0.01%	370
2018 Q1	$390K	Buy	11,259 +330	+3%	+$11.5K	0.02%	305
2017 Q4	$363K	Sell	10,929 -1,394	-11%	-$45.1K	0.02%	292
2017 Q3	$389K	Buy	+12,323	New	+$388K	0.02%	271

Other funds holding RESE

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RESE Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2019, closing a stake of 8,218 shares — an estimated $234K sold.

Carson Wealth (CWM LLC) first reported a position in RESE in Q3 2017 and held it in 6 quarters. The position peaked at $390K in Q1 2018. 15 funds tracked by Wall St. Rank hold RESE as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 8,218 WisdomTree Emerging Markets ESG Fund shares in Q1 2019, an estimated $234K.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2017 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s WisdomTree Emerging Markets ESG Fund position peaked at $390K in Q1 2018.
15 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.