Inspirion Wealth Advisors, LLC Wisdomtree Tr Transaction History

Inspirion Wealth Advisors, LLC

  • $710 Million
  • Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 6,038 shares of DWM stock, worth $358,355. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,038
Previous 5,993 0.75%
Holding current value
$358,355
Previous $344,000 7.56%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$52.54 - $57.11 $2,364 - $2,569
45 Added 0.75%
6,038 $318,000
Q4 2022

Jan 18, 2023
SELL
$39.94 - $48.25 $20,688 - $24,993
-518 Reduced 7.96%
5,993 $0
Q2 2022

Jul 27, 2022
SELL
$45.44 - $53.31 $28,400 - $33,318
-625 Reduced 8.76%
6,511 $296,000
Q4 2021

Jan 21, 2022
BUY
$51.6 - $54.8 $368,217 - $391,052
7,136 New
7,136 $386,000

Others Institutions Holding DWM

# of Institutions
126
Shares Held
6.1M
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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