Inspirion Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$464K	Buy	6,344 +92	+1%	+$6.75K	0.05%	115
2026 Q1	$437K	Buy	6,252 +15	+0.2%	+$1.08K	0.05%	112
2025 Q4	$429K	Buy	6,237 +244	+4%	+$16.4K	0.05%	115
2025 Q3	$345K	Sell	5,993 -173	-3%	-$11.3K	0.05%	112
2025 Q2	$392K	Buy	6,166 +105	+2%	+$6.38K	0.05%	111
2025 Q1	$352K	Buy	6,061 +23	+0.4%	+$1.29K	0.05%	113
2024 Q4	$321K	Buy	6,038 +45	+0.8%	+$2.47K	0.04%	117
2024 Q3	$345K	Hold	5,993	–	–	0.05%	112
2024 Q2	$322K	Hold	5,993	–	–	0.05%	117
2024 Q1	$328K	Hold	5,993	–	–	0.05%	112
2023 Q4	$312K	Hold	5,993	–	–	0.06%	109
2023 Q3	$290K	Hold	5,993	–	–	0.06%	111
2023 Q2	$300K	Hold	5,993	–	–	0.06%	108
2023 Q1	$298K	Hold	5,993	–	–	0.06%	104
2022 Q4	$282K	Sell	5,993 -518	-8%	-$23.1K	0.06%	104
2022 Q3	$261K	Hold	6,511	–	–	0.06%	101
2022 Q2	$296K	Sell	6,511 -625	-9%	-$31.1K	0.07%	100
2022 Q1	$376K	Hold	7,136	–	–	0.08%	81
2021 Q4	$386K	Buy	+7,136	New	+$382K	0.08%	77

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Inspirion Wealth Advisors's DWM Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its WisdomTree International Equity Fund (DWM) stake by 1.5% in Q2 2026, buying an estimated $6.75K and bringing the position to 6,344 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #115.

Inspirion Wealth Advisors first reported a position in DWM in Q4 2021 and has held it in 19 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Inspirion Wealth Advisors held 6,344 shares of WisdomTree International Equity Fund worth $464K as of Q2 2026.
Inspirion Wealth Advisors bought 92 WisdomTree International Equity Fund shares in Q2 2026, an estimated $6.75K.
WisdomTree International Equity Fund made up 0.05% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Inspirion Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2021 and has held it in 19 quarters since.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.