Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WTRE Stock Details WTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8K Hold
387
– – ﹤0.01% 4411
2025
Q1 		$7K Buy
+387
New +$7K ﹤0.01% 4318