Modera Wealth Management, LLC Wisdomtree Tr Currency Hedged Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,832 shares of DDWM stock, worth $416,581. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,832
Previous 9,832
-0.0%
Holding current value
$416,581
Previous $389,000
5.4%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DDWM
# of Institutions
125Shares Held
21.8MCall Options Held
0Put Options Held
0-
Park National Corp3.28MShares$139 Million4.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.12MShares$89.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.91MShares$80.8 Million0.01% of portfolio
-
Tcfg Wealth Management, LLC Laguna Niguel, CA1.23MShares$51.9 Million0.09% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.22MShares$51.7 Million1.97% of portfolio