Carson Wealth (CWM LLC)’s WisdomTree Cybersecurity Fund WCBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 4818 |
|
|
2025
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 4692 |
|
|
2024
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 4466 |
|
|
2024
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 4475 |
|
|
2024
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 4272 |
|
|
2024
Q1 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 3901 |
|
|
2023
Q1 | – | Sell |
-426
| Closed | -$6K | – | 4348 |
|
|
2022
Q4 | $6K | Hold |
426
| – | – | ﹤0.01% | 3117 |
|
|
2022
Q3 | $7K | Hold |
426
| – | – | ﹤0.01% | 2926 |
|
|
2022
Q2 | $8K | Sell |
426
-3,159
| -88% | -$59.3K | ﹤0.01% | 2745 |
|
|
2022
Q1 | $89K | Hold |
3,585
| – | – | ﹤0.01% | 1366 |
|
|
2021
Q4 | $94K | Buy |
+3,585
| New | +$94K | ﹤0.01% | 1319 |
|
|
2021
Q2 | $88K | Hold |
3,577
| – | – | ﹤0.01% | 1182 |
|
|
2021
Q1 | $88K | Hold |
3,577
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q4 | $88K | Hold |
3,577
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q3 | $88K | Hold |
3,577
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q2 | $88K | Hold |
3,577
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q1 | $88K | Hold |
3,577
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q4 | $88K | Hold |
3,577
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q3 | $88K | Hold |
3,577
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q2 | $88K | Hold |
3,577
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q1 | $88K | Buy |
+3,577
| New | +$88K | ﹤0.01% | 1182 |
|