Carson Wealth (CWM LLC)’s WisdomTree U.S. Growth & Momentum Fund WGRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$4K	–	4277
2022 Q2	$4K	Buy	+200	New	+$3.95K	﹤0.01%	3147

Other funds holding WGRO

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WGRO Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree U.S. Growth & Momentum Fund (WGRO) in Q3 2022, closing a stake of 200 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in WGRO in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 5 funds tracked by Wall St. Rank hold WGRO as of Q3 2022.

Carson Wealth (CWM LLC) reported no remaining WisdomTree U.S. Growth & Momentum Fund position as of Q3 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 200 WisdomTree U.S. Growth & Momentum Fund shares in Q3 2022, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in WisdomTree U.S. Growth & Momentum Fund in Q2 2022 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s WisdomTree U.S. Growth & Momentum Fund position peaked at $4K in Q2 2022.
5 funds tracked by Wall St. Rank held WisdomTree U.S. Growth & Momentum Fund as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.