Carson Wealth (CWM LLC)’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
12,429
+9,418
| +313% | +$108K | ﹤0.01% | 2435 |
|
|
2025
Q1 | $27K | Sell |
3,011
-1,710
| -36% | -$15.3K | ﹤0.01% | 3470 |
|
|
2024
Q4 | $50K | Buy |
4,721
+526
| +13% | +$5.57K | ﹤0.01% | 2803 |
|
|
2024
Q3 | $42K | Buy |
4,195
+1,449
| +53% | +$14.5K | ﹤0.01% | 2830 |
|
|
2024
Q2 | $27K | Buy |
2,746
+1,268
| +86% | +$12.5K | ﹤0.01% | 2928 |
|
|
2024
Q1 | $14K | Buy |
1,478
+1,043
| +240% | +$9.88K | ﹤0.01% | 3151 |
|
|
2023
Q4 | $3K | Buy |
435
+236
| +119% | +$1.63K | ﹤0.01% | 3748 |
|
|
2023
Q3 | $1K | Sell |
199
-181
| -48% | -$910 | ﹤0.01% | 4099 |
|
|
2023
Q2 | $3K | Buy |
380
+1
| +0.3% | +$8 | ﹤0.01% | 3710 |
|
|
2023
Q1 | $2K | Buy |
379
+1
| +0.3% | +$5 | ﹤0.01% | 3710 |
|
|
2022
Q4 | $2K | Sell |
378
-23
| -6% | -$122 | ﹤0.01% | 3639 |
|
|
2022
Q3 | $2K | Sell |
401
-40
| -9% | -$200 | ﹤0.01% | 3552 |
|
|
2022
Q2 | $2K | Buy |
441
+57
| +15% | +$259 | ﹤0.01% | 3424 |
|
|
2022
Q1 | $2K | Buy |
384
+155
| +68% | +$807 | ﹤0.01% | 3232 |
|
|
2021
Q4 | $1K | Buy |
+229
| New | +$1K | ﹤0.01% | 3383 |
|
|
2021
Q2 | $1K | Hold |
227
| – | – | ﹤0.01% | 2836 |
|
|
2021
Q1 | $1K | Hold |
227
| – | – | ﹤0.01% | 2836 |
|
|
2020
Q4 | $1K | Hold |
227
| – | – | ﹤0.01% | 2836 |
|
|
2020
Q3 | $1K | Hold |
227
| – | – | ﹤0.01% | 2836 |
|
|
2020
Q2 | $1K | Hold |
227
| – | – | ﹤0.01% | 2836 |
|
|
2020
Q1 | $1K | Hold |
227
| – | – | ﹤0.01% | 2836 |
|
|
2019
Q4 | $1K | Hold |
227
| – | – | ﹤0.01% | 2836 |
|
|
2019
Q3 | $1K | Hold |
227
| – | – | ﹤0.01% | 2836 |
|
|
2019
Q2 | $1K | Hold |
227
| – | – | ﹤0.01% | 2836 |
|
|
2019
Q1 | $1K | Buy |
227
+167
| +278% | +$736 | ﹤0.01% | 2836 |
|
|
2018
Q4 | $0 | Hold |
60
| – | – | ﹤0.01% | 2261 |
|
|
2018
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1770 |
|