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WisdomTree DEFA shares owned by Envision Financial

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Envision Financial from 13F filings

Historical chart of Envision Financial investment in WisdomTree DEFA

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All positions including WisdomTree DEFA held by Envision Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by Envision Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 50k 66.22
2025-06-30 $3.4M 53k 63.56
2025-03-31 $3.1M 53k 58.16
2024-12-31 $2.8M 53k 52.70

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Envision Financial

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