Inspirion Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 97,986 shares of DON stock, worth $5.2 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

97,986

Previous 100,362 2.37%

Holding current value

$5.2 Million

Previous $4.69 Million 6.75%

% of portfolio

0.7%

Previous 0.72%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$46.17 - $51.13 $109,699 - $121,484	-2,376 Reduced 2.37%	97,986 $5.01 Million
Q2 2024 Jul 12, 2024	BUY	$45.6 - $48.78 $3,648 - $3,902	80 Added 0.08%	100,362 $4.69 Million
Q1 2024 Apr 12, 2024	SELL	$44.21 - $48.77 $20,115 - $22,190	-455 Reduced 0.45%	100,282 $4.89 Million
Q4 2023 Jan 10, 2024	SELL	$38.7 - $46.0 $5,650 - $6,716	-146 Reduced 0.14%	100,737 $4.6 Million
Q3 2023 Oct 13, 2023	SELL	$40.51 - $44.22 $129,834 - $141,725	-3,205 Reduced 3.08%	100,883 $4.13 Million
Q2 2023 Jul 20, 2023	SELL	$38.91 - $42.05 $12,451 - $13,456	-320 Reduced 0.31%	104,088 $4.38 Million
Q1 2023 Apr 07, 2023	SELL	$39.05 - $45.4 $26,436 - $30,735	-677 Reduced 0.64%	104,408 $4.28 Million
Q4 2022 Jan 18, 2023	SELL	$38.62 - $43.71 $80,136 - $90,698	-2,075 Reduced 1.94%	105,085 $0
Q3 2022 Oct 18, 2022	SELL	$37.67 - $44.3 $29,344 - $34,509	-779 Reduced 0.72%	107,160 $4.04 Million
Q2 2022 Jul 27, 2022	SELL	$38.16 - $45.36 $9,349 - $11,113	-245 Reduced 0.23%	107,939 $4.21 Million
Q1 2022 Apr 14, 2022	SELL	$42.12 - $45.3 $244,801 - $263,283	-5,812 Reduced 5.1%	108,184 $4.81 Million
Q4 2021 Jan 21, 2022	BUY	$41.76 - $45.13 $284,260 - $307,199	6,807 Added 6.35%	113,996 $5.06 Million
Q3 2021 Oct 08, 2021	SELL	$40.05 - $43.23 $179,664 - $193,929	-4,486 Reduced 4.02%	107,189 $4.44 Million
Q2 2021 Jul 16, 2021	SELL	$40.83 - $43.68 $193,779 - $207,305	-4,746 Reduced 4.08%	111,675 $4.69 Million
Q1 2021 Apr 15, 2021	SELL	$34.36 - $41.24 $274,295 - $329,218	-7,983 Reduced 6.42%	116,421 $4.71 Million
Q4 2020 Jan 22, 2021	SELL	$29.07 - $35.03 $349,886 - $421,621	-12,036 Reduced 8.82%	124,404 $4.33 Million
Q3 2020 Oct 14, 2020	SELL	$27.33 - $30.91 $14 Million - $15.8 Million	-511,623 Reduced 78.95%	136,440 $3.95 Million
Q2 2020 Jul 09, 2020	SELL	$22.29 - $32.04 $130,797 - $188,010	-5,868 Reduced 0.9%	648,063 $18.4 Million
Q1 2020 Apr 23, 2020	BUY	$20.48 - $38.6 $847,073 - $1.6 Million	41,361 Added 6.75%	653,931 $15.8 Million
Q4 2019 Jan 14, 2020	BUY	$34.97 - $38.17 $79,696 - $86,989	2,279 Added 0.37%	612,570 $23.3 Million
Q3 2019 Oct 22, 2019	BUY	$33.78 - $36.78 $190,485 - $207,402	5,639 Added 0.93%	610,291 $22.2 Million
Q2 2019 Jul 15, 2019	BUY	$33.9 - $36.88 $460,734 - $501,236	13,591 Added 2.3%	604,652 $21.9 Million
Q1 2019 Apr 16, 2019	BUY	$31.29 - $36.15 $868,735 - $1 Million	27,764 Added 4.93%	591,061 $21.2 Million
Q4 2018 Jan 22, 2019	BUY	$29.98 - $36.73 $96,535 - $118,270	3,220 Added 0.57%	563,297 $17.8 Million
Q3 2018 Nov 14, 2018	BUY	$36.7 - $37.37 $703,465 - $716,308	19,168 Added 3.54%	560,077 $20.7 Million
Q2 2018 Jul 19, 2018	BUY	N/A	13,968 Added 2.65%	540,909 $19.4 Million
Q1 2018 Apr 18, 2018	BUY	N/A	307,794 Added 140.45%	526,941 $18 Million
Q4 2017 Jan 16, 2018	BUY	N/A	146,340 Added 201.0%	219,147 $7.73 Million
Q3 2017 Nov 14, 2017	BUY	N/A	72,807	72,807 $7.28 Million

Others Institutions Holding DON

# of Institutions

448

Shares Held

41M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Account

Inspirion Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History