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

Envision Financial’s Portfolio DTD Stock Details DTD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.18M Sell
65,079
-58
-0.1% -$4.61K 3.45% 9
2025
Q1 		$5.01M Sell
65,137
-4,028
-6% -$310K 3.78% 8
2024
Q4 		$5.25M Buy
+69,165
New +$5.25M 4.21% 8