Inspirion Wealth Advisors, LLC Wisdomtree Tr Transaction History

Inspirion Wealth Advisors, LLC

  • $713 Million
  • Q1 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 6,061 shares of DWM stock, worth $380,267. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,061
Previous 6,038 0.38%
Holding current value
$380,267
Previous $318,000 11.01%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$52.19 - $59.86 $1,200 - $1,376
23 Added 0.38%
6,061 $353,000
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
132
Shares Held
5.64M
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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