Carson Wealth (CWM LLC)’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.63M | Sell |
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|
2025
Q2 | $7.76M | Sell |
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|
2025
Q1 | $7.42M | Sell |
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|
2024
Q4 | $7.58M | Sell |
|
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|
2024
Q3 | $7.43M | Sell |
|
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|
2024
Q2 | $6.89M | Sell |
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|
2024
Q1 | $7.72M | Sell |
|
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|
2023
Q4 | $7.13M | Sell |
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|
2023
Q3 | $6.71M | Sell |
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|
2023
Q2 | $6.97M | Sell |
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|
2023
Q1 | $6.6M | Sell |
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|
2022
Q4 | $6.56M | Sell |
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|
2022
Q3 | $5.96M | Sell |
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|
2022
Q2 | $6.39M | Buy |
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $7.84M | Buy |
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|
2021
Q2 | $7.61M | Sell |
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|
2021
Q1 | $7.61M | Hold |
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|
2020
Q4 | $7.61M | Hold |
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|
2020
Q3 | $7.61M | Hold |
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|
2020
Q2 | $7.61M | Hold |
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|
2020
Q1 | $7.61M | Hold |
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|
2019
Q4 | $7.61M | Hold |
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|
2019
Q3 | $7.61M | Hold |
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|
2019
Q2 | $7.61M | Hold |
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|
2019
Q1 | $7.61M | Buy |
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|
2018
Q4 | $96K | Buy |
|