Inspirion Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Inspirion Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Sell	36,725 -1,673	-4%	-$64.5K	0.17%	55
2026 Q1	$1.38M	Sell	38,398 -407	-1%	-$14.7K	0.17%	56
2025 Q4	$1.3M	Sell	38,805 -5,407	-12%	-$181K	0.16%	62
2025 Q3	$1.52M	Buy	44,212 +2,962	+7%	+$98.4K	0.21%	45
2025 Q2	$1.31M	Sell	41,250 -2,511	-6%	-$77.3K	0.17%	56
2025 Q1	$1.4M	Buy	43,761 +41	+0.1%	+$1.38K	0.19%	49
2024 Q4	$1.48M	Sell	43,720 -492	-1%	-$17.4K	0.21%	47
2024 Q3	$1.52M	Sell	44,212 -1,898	-4%	-$63.1K	0.21%	45
2024 Q2	$1.44M	Hold	46,110	–	–	0.22%	45
2024 Q1	$1.51M	Sell	46,110 -2,199	-5%	-$68.8K	0.25%	42
2023 Q4	$1.56M	Sell	48,309 -70	-0.1%	-$2.03K	0.28%	42
2023 Q3	$1.36M	Sell	48,379 -300	-0.6%	-$8.81K	0.27%	43
2023 Q2	$1.4M	Sell	48,679 -1,056	-2%	-$29.4K	0.27%	41
2023 Q1	$1.42M	Sell	49,735 -440	-0.9%	-$13.2K	0.28%	38
2022 Q4	$1.43M	Sell	50,175 -342	-0.7%	-$9.82K	0.3%	39
2022 Q3	$1.3M	Sell	50,517 -12,679	-20%	-$367K	0.29%	35
2022 Q2	$1.78M	Sell	63,196 -37	-0.1%	-$1.11K	0.39%	33
2022 Q1	$2.02M	Sell	63,233 -1,578	-2%	-$50.4K	0.41%	27
2021 Q4	$2.13M	Buy	64,811 +13,003	+25%	+$420K	0.45%	29
2021 Q3	$1.6M	Sell	51,808 -1,299	-2%	-$40.8K	0.37%	31
2021 Q2	$1.69M	Hold	53,107	–	–	0.42%	27
2021 Q1	$1.65M	Sell	53,107 -77	-0.1%	-$2.27K	0.44%	25
2020 Q4	$1.42M	Sell	53,184 -2,230	-4%	-$54.1K	0.4%	26
2020 Q3	$1.17M	Sell	55,414 -59,358	-52%	-$1.29M	0.4%	25
2020 Q2	$2.43M	Sell	114,772 -6,603	-5%	-$131K	0.95%	19
2020 Q1	$2.19M	Sell	121,375 -4,242	-3%	-$105K	1.08%	19
2019 Q4	$3.6M	Sell	125,617 -1,665	-1%	-$46.4K	1.22%	17
2019 Q3	$3.48M	Sell	127,282 -1,835	-1%	-$48.9K	1.53%	14
2019 Q2	$3.5M	Buy	129,117 +345	+0.3%	+$9.43K	1.51%	14
2019 Q1	$3.55M	Sell	128,772 -2,544	-2%	-$69.5K	1.57%	14
2018 Q4	$3.22M	Buy	131,316 +12,036	+10%	+$327K	1.61%	13
2018 Q3	$3.54M	Buy	119,280 +262	+0.2%	+$7.88K	1.5%	14
2018 Q2	$3.53M	Sell	119,018 -658	-0.5%	-$19K	1.66%	12
2018 Q1	$3.28M	Sell	119,676 -1,611	-1%	-$45.5K	1.6%	13
2017 Q4	$3.52M	Sell	121,287 -393	-0.3%	-$11.2K	1.71%	10
2017 Q3	$3.41M	Sell	121,680 -483	-0.4%	-$12.9K	1.73%	11
2017 Q2	$3.28M	Buy	122,163 +2,391	+2%	+$64.2K	1.78%	10
2017 Q1	$3.22M	Sell	119,772 -1,986	-2%	-$53.8K	1.82%	10
2016 Q4	$3.36M	Buy	121,758 +23,847	+24%	+$616K	2.13%	10
2016 Q3	$2.46M	Sell	97,911 -1,059	-1%	-$26.3K	1.59%	12
2016 Q2	$2.36M	Buy	98,970 +1,311	+1%	+$30.4K	1.55%	14
2016 Q1	$2.24M	Buy	97,659 +4,983	+5%	+$104K	1.57%	13
2015 Q4	$2.01M	Sell	92,676 -159	-0.2%	-$3.52K	1.47%	13
2015 Q3	$1.95M	Buy	92,835 +4,509	+5%	+$101K	1.54%	13
2015 Q2	$2.07M	Sell	88,326 -237	-0.3%	-$5.64K	1.53%	15
2015 Q1	$2.13M	Sell	88,563 -2,331	-3%	-$54.9K	1.71%	14
2014 Q4	$2.15M	Buy	+90,894	New	+$2.08M	1.99%	14