Carson Wealth (CWM LLC)
WDTE

Carson Wealth (CWM LLC)’s Defiance S&P 500 Weekly Distribution ETF WDTE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WDTE Stock Details WDTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30
Closed -$917 – 5642
2025
Q4 		$1K Buy
+30
New +$982 ﹤0.01% 5325

Other funds holding WDTE

SI
Stirlingshire Investments New York $114M AUM
ACMG
Anchor Capital Management Group Aliso Viejo, California $144M AUM 17.99% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Defiance S&P 500 Weekly Distribution ETF (WDTE) in Q1 2026, closing a stake of 30 shares — an estimated $917 sold.

Carson Wealth (CWM LLC) first reported a position in WDTE in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 13 funds tracked by Wall St. Rank hold WDTE as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Defiance S&P 500 Weekly Distribution ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 30 Defiance S&P 500 Weekly Distribution ETF shares in Q1 2026, an estimated $917.
  • Carson Wealth (CWM LLC) first reported a position in Defiance S&P 500 Weekly Distribution ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Defiance S&P 500 Weekly Distribution ETF position peaked at $1K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Defiance S&P 500 Weekly Distribution ETF as of Q1 2026.

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