Inspirion Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Inspirion Wealth Advisors, LLC

$710 Million
Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 43,720 shares of DES stock, worth $1.48 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

43,720

Previous 44,212 1.11%

Holding current value

$1.48 Million

Previous $1.52 Million 1.51%

% of portfolio

0.21%

Previous 0.21%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$33.7 - $37.69 $16,580 - $18,543	-492 Reduced 1.11%	43,720 $1.5 Million
Q3 2024 Oct 04, 2024	SELL	$30.61 - $34.92 $58,097 - $66,278	-1,898 Reduced 4.12%	44,212 $1.52 Million
Q1 2024 Apr 12, 2024	SELL	$30.25 - $32.68 $66,519 - $71,863	-2,199 Reduced 4.55%	46,110 $1.51 Million
Q4 2023 Jan 10, 2024	SELL	$26.55 - $32.72 $1,858 - $2,290	-70 Reduced 0.14%	48,309 $1.55 Million
Q3 2023 Oct 13, 2023	SELL	$27.79 - $30.65 $8,337 - $9,195	-300 Reduced 0.62%	48,379 $1.36 Million
Q2 2023 Jul 20, 2023	SELL	$26.6 - $29.16 $28,089 - $30,792	-1,056 Reduced 2.12%	48,679 $1.4 Million
Q1 2023 Apr 07, 2023	SELL	$27.3 - $32.13 $12,012 - $14,137	-440 Reduced 0.88%	49,735 $1.42 Million
Q4 2022 Jan 18, 2023	SELL	$26.29 - $30.5 $8,991 - $10,431	-342 Reduced 0.68%	50,175 $0
Q3 2022 Oct 18, 2022	SELL	$25.74 - $31.54 $326,357 - $399,895	-12,679 Reduced 20.06%	50,517 $1.3 Million
Q2 2022 Jul 27, 2022	SELL	$27.57 - $32.14 $1,020 - $1,189	-37 Reduced 0.06%	63,196 $1.78 Million
Q1 2022 Apr 14, 2022	SELL	$30.79 - $33.49 $48,586 - $52,847	-1,578 Reduced 2.43%	63,233 $2.02 Million
Q4 2021 Jan 21, 2022	BUY	$30.94 - $33.79 $402,312 - $439,371	13,003 Added 25.1%	64,811 $2.13 Million
Q3 2021 Oct 08, 2021	SELL	$30.22 - $32.27 $39,255 - $41,918	-1,299 Reduced 2.45%	51,808 $1.6 Million
Q1 2021 Apr 15, 2021	SELL	$26.31 - $32.55 $2,025 - $2,506	-77 Reduced 0.14%	53,107 $1.65 Million
Q4 2020 Jan 22, 2021	SELL	$21.26 - $26.81 $47,409 - $59,786	-2,230 Reduced 4.02%	53,184 $1.42 Million
Q3 2020 Oct 14, 2020	SELL	$20.09 - $23.24 $1.19 Million - $1.38 Million	-59,358 Reduced 51.72%	55,414 $1.17 Million
Q2 2020 Jul 09, 2020	SELL	$16.54 - $23.54 $109,213 - $155,434	-6,603 Reduced 5.44%	114,772 $2.43 Million
Q1 2020 Apr 23, 2020	SELL	$15.92 - $28.87 $67,532 - $122,466	-4,242 Reduced 3.38%	121,375 $2.19 Million
Q4 2019 Jan 14, 2020	SELL	$26.28 - $28.79 $43,756 - $47,935	-1,665 Reduced 1.31%	125,617 $3.6 Million
Q3 2019 Oct 22, 2019	SELL	$26.76 - $27.89 $49,104 - $51,178	-1,835 Reduced 1.42%	127,282 $3.48 Million
Q2 2019 Jul 15, 2019	BUY	N/A	345 Added 0.27%	129,117 $3.5 Million
Q1 2019 Apr 16, 2019	SELL	N/A	-2,544 Reduced 1.94%	128,772 $3.55 Million
Q4 2018 Jan 22, 2019	BUY	N/A	12,036 Added 10.09%	131,316 $3.22 Million
Q3 2018 Nov 14, 2018	BUY	N/A	262 Added 0.22%	119,280 $3.54 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-658 Reduced 0.55%	119,018 $3.53 Million
Q1 2018 Apr 18, 2018	SELL	N/A	-1,611 Reduced 1.33%	119,676 $3.28 Million
Q4 2017 Jan 16, 2018	BUY	N/A	80,727 Added 199.03%	121,287 $3.52 Million
Q3 2017 Nov 14, 2017	BUY	N/A	40,560	40,560 $3.41 Million

Others Institutions Holding DES

# of Institutions

360

Shares Held

31.5M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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Inspirion Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History