Envision Financial’s WisdomTree International Equity Fund DWM Stock Holding History

Envision Financial’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.59M	Sell	35,344 -4,769	-12%	-$350K	1.19%	21
2026 Q1	$2.8M	Sell	40,113 -7,301	-15%	-$524K	1.51%	19
2025 Q4	$3.26M	Sell	47,414 -2,995	-6%	-$201K	1.72%	17
2025 Q3	$3.34M	Sell	50,409 -2,635	-5%	-$171K	1.91%	16
2025 Q2	$3.37M	Buy	53,044 +574	+1%	+$34.8K	2.25%	15
2025 Q1	$3.05M	Sell	52,470 -210	-0.4%	-$11.8K	2.3%	15
2024 Q4	$2.78M	Buy	+52,680	New	+$2.89M	2.23%	16

Other funds holding DWM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return