Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$52.54 - $56.44 $52 - $56
1 Added 3.7%
28 $1,000
Q2 2023

Aug 14, 2023

BUY
$48.54 - $51.63 $1,310 - $1,394
27 New
27 $1,000
Q4 2021

Feb 14, 2022

SELL
$51.6 - $54.8 $5,263 - $5,589
-102 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$52.87 - $56.39 $5,392 - $5,751
102 New
102 $5,000

Others Institutions Holding DWM

About WISDOMTREE TR


  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.