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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return