Envision Financial LLC Wisdomtree Tr Transaction History

Envision Financial LLC

  • $150 Billion
  • Q2 2025

A detailed history of Envision Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Envision Financial LLC holds 53,044 shares of DWM stock, worth $3.45 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
53,044
Previous 52,470 1.09%
Holding current value
$3.45 Million
Previous $3.05 Billion 10.49%
% of portfolio
2.25%
Previous 2.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$52.06 - $63.91 $29,882 - $36,684
574 Added 1.09%
53,044 $3.37 Billion
Q1 2025

Apr 22, 2025
SELL
$52.19 - $59.86 $10,959 - $12,570
-210 Reduced 0.4%
52,470 $3.05 Billion
Q4 2024

Jan 13, 2025
BUY
$52.54 - $57.11 $2.77 Million - $3.01 Million
52,680 New
52,680 $2.78 Billion

Others Institutions Holding DWM

# of Institutions
136
Shares Held
5.58M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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