Inspirion Wealth Advisors, LLC Wisdomtree Tr Transaction History

Inspirion Wealth Advisors, LLC

$778 Million
Q4 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 6,237 shares of DWM stock, worth $418,627. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,237

Previous 5,993 4.07%

Holding current value

$418,627

Previous $396,000 5.56%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$65.0 - $67.79 $15,860 - $16,540	244 Added 4.07%	6,237 $418,000
Q3 2025 Oct 06, 2025	SELL	$62.79 - $66.96 $10,862 - $11,584	-173 Reduced 2.81%	5,993 $396,000
Q2 2025 Jul 09, 2025	BUY	$52.06 - $63.91 $5,466 - $6,710	105 Added 1.73%	6,166 $391,000
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

141

Shares Held

5.55M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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Inspirion Wealth Advisors, LLC Wisdomtree Tr Transaction History