Envision Financial’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Envision Financial’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.32M	Sell
2025 Q2	$5.18M	Sell
2025 Q1	$5.01M	Sell
2024 Q4	$5.25M	Buy