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
2026 Q3	$3.92M	Sell	41,922 -2,187	-5%	-$209K	1.74%	16
2026 Q2	$4.11M	Sell	44,109 -11,568	-21%	-$1.06M	1.89%	16
2026 Q1	$4.81M	Sell	55,677 -9,853	-15%	-$866K	2.59%	12
2025 Q4	$5.56M	Buy	65,530 +2,220	+4%	+$187K	2.94%	11
2025 Q3	$5.32M	Sell	63,310 -1,769	-3%	-$145K	3.05%	10
2025 Q2	$5.18M	Sell	65,079 -58	-0.1%	-$4.39K	3.45%	9
2025 Q1	$5.01M	Sell	65,137 -4,028	-6%	-$313K	3.78%	8
2024 Q4	$5.25M	Buy	+69,165	New	+$5.39M	4.21%	8

Other funds holding DTD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Envision Financial's DTD Position: Q3 2026 in Review

Envision Financial reduced its WisdomTree US Total Dividend Fund (DTD) stake by 5% in Q3 2026, selling an estimated $209K and leaving 41,922 shares worth $3.92M. The position accounts for 1.74% of the portfolio, ranked #16.

Envision Financial first reported a position in DTD in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.56M in Q4 2025. 119 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Envision Financial held 41,922 shares of WisdomTree US Total Dividend Fund worth $3.92M as of Q3 2026.
Envision Financial sold 2,187 WisdomTree US Total Dividend Fund shares in Q3 2026, an estimated $209K.
WisdomTree US Total Dividend Fund made up 1.74% of Envision Financial's portfolio in Q3 2026, its #16 holding.
Envision Financial first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Envision Financial's WisdomTree US Total Dividend Fund position peaked at $5.56M in Q4 2025.
119 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.