Inspirion Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $345K | Sell |
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|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $345K | Hold |
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|
2024
Q2 | $322K | Hold |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $298K | Hold |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $376K | Hold |
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|
2021
Q4 | $386K | Buy |
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