IWA
Inspirion Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
6,166
+105
| +2% | +$6.67K | 0.05% | 111 |
|
|
2025
Q1 | $352K | Buy |
6,061
+23
| +0.4% | +$1.34K | 0.05% | 113 |
|
|
2024
Q4 | $321K | Buy |
6,038
+45
| +0.8% | +$2.39K | 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% | -$24.4K | 0.06% | 104 |
|
|
2022
Q3 | $261K | Hold |
6,511
| – | – | 0.06% | 101 |
|
|
2022
Q2 | $296K | Sell |
6,511
-625
| -9% | -$28.4K | 0.07% | 100 |
|
|
2022
Q1 | $376K | Hold |
7,136
| – | – | 0.08% | 81 |
|
|
2021
Q4 | $386K | Buy |
+7,136
| New | +$386K | 0.08% | 77 |
|