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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.37M Buy
53,044
+574
+1% +$36.5K 2.25% 15
2025
Q1 		$3.05M Sell
52,470
-210
-0.4% -$12.2K 2.3% 15
2024
Q4 		$2.78M Buy
+52,680
New +$2.78M 2.23% 16