IWA
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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
Q3 		$469K Buy
6,369
+25
+0.4% +$1.88K 0.05% 113
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Inspirion Wealth Advisors's DWM Position: Q3 2026 in Review

Inspirion Wealth Advisors increased its WisdomTree International Equity Fund (DWM) stake by 0.39% in Q3 2026, buying an estimated $1.88K and bringing the position to 6,369 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #113.

Inspirion Wealth Advisors first reported a position in DWM in Q4 2021 and has held it in 20 quarters since. 9 funds tracked by Wall St. Rank hold DWM as of Q3 2026.

  • Inspirion Wealth Advisors held 6,369 shares of WisdomTree International Equity Fund worth $469K as of Q3 2026.
  • Inspirion Wealth Advisors bought 25 WisdomTree International Equity Fund shares in Q3 2026, an estimated $1.88K.
  • WisdomTree International Equity Fund made up 0.05% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #113 holding.
  • Inspirion Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2021 and has held it in 20 quarters since.
  • 9 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.