Envision Financial LLC Wisdomtree Tr U.S Total Divide Transaction History
Envision Financial LLC
- $189 Billion
- Q4 2025
A detailed history of Envision Financial LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Envision Financial LLC holds 65,530 shares of DTD stock, worth $5.5 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
65,530
Previous 63,310
3.51%
Holding current value
$5.5 Million
Previous $5.32 Billion
4.59%
% of portfolio
2.94%
Previous 3.05%
Shares
5 transactions
Others Institutions Holding DTD
# of Institutions
220Shares Held
9.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.64MShares$138 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.11MShares$93.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC799KShares$67.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA382KShares$32.1 Million0.01% of portfolio
-
626 Financial, LLC309KShares$25.9 Million12.13% of portfolio