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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Envision Financial's DTD Position: Q2 2026 in Review

Envision Financial reduced its WisdomTree US Total Dividend Fund (DTD) stake by 21% in Q2 2026, selling an estimated $1.06M and leaving 44,109 shares worth $4.11M. The position accounts for 1.89% of the portfolio, ranked #16.

Envision Financial first reported a position in DTD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.56M in Q4 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Envision Financial held 44,109 shares of WisdomTree US Total Dividend Fund worth $4.11M as of Q2 2026.
Envision Financial sold 11,568 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $1.06M.
WisdomTree US Total Dividend Fund made up 1.89% of Envision Financial's portfolio in Q2 2026, its #16 holding.
Envision Financial first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Envision Financial's WisdomTree US Total Dividend Fund position peaked at $5.56M in Q4 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.