INSPIRION WEALTH ADVISORS, LLC – WisdomTree U.S. SmallCap Dividend Fund Transaction History
INSPIRION WEALTH ADVISORS, LLC portfolio value:
$1.3M
portfolio value
INSPIRION WEALTH ADVISORS, LLC quarter portfolio value change:
-8.79%
quarter
WisdomTree U.S. SmallCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -20.06% | -12.67K shares | -483K | $25.74 | 50.51K |
| Q2 2022 | share | Decrease | -0.06% | -37 shares | -232K | $28.22 | 63.19K |
| Q1 2022 | share | Decrease | -2.43% | -1.57K shares | -115K | $31.87 | 63.23K |
| Q4 2021 | share | Increase | +25.10% | 13.00K shares | 533K | $32.85 | 64.81K |
| Q3 2021 | share | Decrease | -2.45% | -1.29K shares | -97K | $30.7 | 51.80K |
| Q2 2021 | share | 0.00% | 0 shares | 40K | $31.53 | 53.10K | |
| Q1 2021 | share | Decrease | -0.14% | -77 shares | 239K | $30.63 | 53.10K |
| Q4 2020 | share | Decrease | -4.02% | -2.23K shares | 247K | $26.14 | 53.18K |
| Q3 2020 | share | Decrease | -51.72% | -59.35K shares | -1.26M | $20.48 | 55.41K |
| Q2 2020 | share | Decrease | -5.44% | -6.60K shares | 244K | $20.41 | 114.77K |
| Q1 2020 | share | Decrease | -3.38% | -4.24K shares | -1.41M | $17.21 | 121.37K |
| Q4 2019 | share | Decrease | -1.31% | -1.66K shares | 119K | $27.3 | 125.61K |
| Q3 2019 | share | Decrease | -1.42% | -1.83K shares | -16K | $25.81 | 127.28K |
| Q2 2019 | share | Increase | +0.27% | 345 shares | -46K | $25.33 | 129.11K |
| Q1 2019 | share | Decrease | -1.94% | -2.54K shares | 325K | $25.52 | 128.77K |
| Q4 2018 | share | Increase | +10.09% | 12.03K shares | -323K | $22.7 | 131.31K |
| Q3 2018 | share | Increase | +0.22% | 262 shares | 15K | $27.21 | 119.28K |
| Q2 2018 | share | Decrease | -0.55% | -658 shares | 250K | $26.86 | 119.01K |
| Q1 2018 | share | Decrease | -1.33% | -1.61K shares | -244K | $24.69 | 119.67K |
| Q4 2017 | share | Decrease | -0.32% | -393 shares | 115K | $26.04 | 121.28K |
| Q3 2017 | share | Decrease | -0.40% | -483 shares | 131K | $24.89 | 121.68K |
| Q2 2017 | share | Increase | +2.00% | 2.39K shares | 58K | $23.64 | 122.16K |
| Q1 2017 | share | Decrease | -1.63% | -1.98K shares | -138K | $23.53 | 119.77K |
| Q4 2016 | share | Increase | +24.36% | 23.84K shares | 902K | $23.97 | 121.75K |
| Q3 2016 | share | Decrease | -1.07% | -1.05K shares | 91K | $21.62 | 97.91K |
| Q2 2016 | share | Increase | +1.34% | 1.31K shares | 127K | $20.42 | 98.97K |
| Q1 2016 | share | Increase | +5.38% | 4.98K shares | 231K | $19.41 | 97.65K |