Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree WT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255K Buy
17,483
+744
+4% +$11.5K ﹤0.01% 2518
2025
Q4 		$204K Buy
16,739
+3,751
+29% +$45.3K ﹤0.01% 2565
2025
Q3 		$181K Buy
12,988
+559
+4% +$7.47K ﹤0.01% 2528
2025
Q2 		$143K Buy
12,429
+9,418
+313% +$88.2K ﹤0.01% 2437
2025
Q1 		$27K Sell
3,011
-1,710
-36% -$15.9K ﹤0.01% 3473
2024
Q4 		$50K Buy
4,721
+526
+13% +$5.69K ﹤0.01% 2805
2024
Q3 		$42K Buy
4,195
+1,449
+53% +$14.7K ﹤0.01% 2832
2024
Q2 		$27K Buy
2,746
+1,268
+86% +$11.9K ﹤0.01% 2930
2024
Q1 		$14K Buy
1,478
+1,043
+240% +$7.99K ﹤0.01% 3153
2023
Q4 		$3K Buy
435
+236
+119% +$1.56K ﹤0.01% 3751
2023
Q3 		$1K Sell
199
-181
-48% -$1.27K ﹤0.01% 4107
2023
Q2 		$3K Buy
380
+1
+0.3% +$7 ﹤0.01% 3717
2023
Q1 		$2K Buy
379
+1
+0.3% +$6 ﹤0.01% 3717
2022
Q4 		$2K Sell
378
-23
-6% -$120 ﹤0.01% 3644
2022
Q3 		$2K Sell
401
-40
-9% -$205 ﹤0.01% 3560
2022
Q2 		$2K Buy
441
+57
+15% +$327 ﹤0.01% 3434
2022
Q1 		$2K Buy
384
+155
+68% +$886 ﹤0.01% 3248
2021
Q4 		$1K Buy
+229
New +$1.42K ﹤0.01% 3407
2021
Q2 		$1K Hold
227
– – ﹤0.01% 2873
2021
Q1 		$1K Hold
227
– – ﹤0.01% 2872
2020
Q4 		$1K Hold
227
– – ﹤0.01% 2872
2020
Q3 		$1K Hold
227
– – ﹤0.01% 2869
2020
Q2 		$1K Hold
227
– – ﹤0.01% 2869
2020
Q1 		$1K Hold
227
– – ﹤0.01% 2866
2019
Q4 		$1K Hold
227
– – ﹤0.01% 2866
2019
Q3 		$1K Hold
227
– – ﹤0.01% 2866
2019
Q2 		$1K Hold
227
– – ﹤0.01% 2866
2019
Q1 		$1K Buy
227
+167
+278% +$1.15K ﹤0.01% 2864
2018
Q4 		$0 Hold
60
– – ﹤0.01% 2268
2018
Q3 		$1K Buy
+60
New +$509 ﹤0.01% 1774

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its WisdomTree (WT) stake by 4.4% in Q1 2026, buying an estimated $11.5K and bringing the position to 17,483 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Carson Wealth (CWM LLC) first reported a position in WT in Q3 2018 and has held it in 30 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,483 shares of WisdomTree worth $255K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 744 WisdomTree shares in Q1 2026, an estimated $11.5K.
  • WisdomTree made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2518 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree in Q3 2018 and has held it in 30 quarters since.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

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