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

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envision Financial's DWM Position: Q2 2026 in Review

Envision Financial reduced its WisdomTree International Equity Fund (DWM) stake by 12% in Q2 2026, selling an estimated $350K and leaving 35,344 shares worth $2.59M. The position accounts for 1.19% of the portfolio, ranked #21.

Envision Financial first reported a position in DWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.37M in Q2 2025. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Envision Financial held 35,344 shares of WisdomTree International Equity Fund worth $2.59M as of Q2 2026.
Envision Financial sold 4,769 WisdomTree International Equity Fund shares in Q2 2026, an estimated $350K.
WisdomTree International Equity Fund made up 1.19% of Envision Financial's portfolio in Q2 2026, its #21 holding.
Envision Financial first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 7 quarters since.
Envision Financial's WisdomTree International Equity Fund position peaked at $3.37M in Q2 2025.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

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