Carson Wealth (CWM LLC)’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.44K	Hold	98	–	–	﹤0.01%	5227
2025 Q4	$3K	Hold	98	–	–	﹤0.01%	5027
2025 Q3	$3K	Hold	98	–	–	﹤0.01%	4954
2025 Q2	$3K	Hold	98	–	–	﹤0.01%	4823
2025 Q1	$3K	Hold	98	–	–	﹤0.01%	4700
2024 Q4	$3K	Hold	98	–	–	﹤0.01%	4468
2024 Q3	$2K	Hold	98	–	–	﹤0.01%	4477
2024 Q2	$2K	Hold	98	–	–	﹤0.01%	4274
2024 Q1	$3K	Buy	+98	New	+$2.57K	﹤0.01%	3903
2023 Q1	–	Sell	-426	Closed	-$6K	–	4361
2022 Q4	$6K	Hold	426	–	–	﹤0.01%	3120
2022 Q3	$7K	Hold	426	–	–	﹤0.01%	2929
2022 Q2	$8K	Sell	426 -3,159	-88%	-$64.5K	﹤0.01%	2749
2022 Q1	$89K	Hold	3,585	–	–	﹤0.01%	1368
2021 Q4	$94K	Buy	+3,585	New	+$98.5K	﹤0.01%	1321
2021 Q2	$88K	Hold	3,577	–	–	﹤0.01%	1184
2021 Q1	$88K	Buy	+3,577	New	+$83K	﹤0.01%	1184

Other funds holding WCBR

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WCBR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its WisdomTree Cybersecurity Fund (WCBR) position steady in Q1 2026 at 98 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #5227.

Carson Wealth (CWM LLC) first reported a position in WCBR in Q1 2021 and has held it in 16 quarters since. The position peaked at $94K in Q4 2021. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

Carson Wealth (CWM LLC) held 98 shares of WisdomTree Cybersecurity Fund worth $2.44K as of Q1 2026.
Carson Wealth (CWM LLC) left its WisdomTree Cybersecurity Fund share count unchanged in Q1 2026.
WisdomTree Cybersecurity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5227 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Cybersecurity Fund in Q1 2021 and has held it in 16 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree Cybersecurity Fund position peaked at $94K in Q4 2021.
49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.