Modera Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Modera Wealth Management, LLC

$8.42 Billion
Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Modera Wealth Management, LLC holds 54,736 shares of DES stock, worth $1.79 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

54,736

Previous 55,207 0.85%

Holding current value

$1.79 Million

Previous $1.75 Million 5.13%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$31.31 - $34.54 $14,747 - $16,268	-471 Reduced 0.85%	54,736 $1.84 Million
Q2 2025 Aug 06, 2025	SELL	$28.02 - $32.37 $4,903 - $5,664	-175 Reduced 0.32%	55,207 $1.75 Million
Q1 2025 May 08, 2025	SELL	$31.63 - $35.22 $21,540 - $23,984	-681 Reduced 1.21%	55,382 $1.77 Million
Q4 2024 Feb 05, 2025	SELL	$33.7 - $37.69 $21,736 - $24,310	-645 Reduced 1.14%	56,063 $1.93 Million
Q2 2024 Jul 29, 2024	SELL	$30.34 - $32.53 $15,261 - $16,362	-503 Reduced 0.88%	56,708 $1.77 Million

Q3 2023 Nov 01, 2023	SELL	$27.79 - $30.65 $25,066 - $27,646	-902 Reduced 1.55%	57,211 $1.61 Million
Q2 2023 Aug 07, 2023	BUY	$26.6 - $29.16 $1.55 Million - $1.69 Million	58,113 New	58,113 $1.67 Million

Others Institutions Holding DES

# of Institutions

382

Shares Held

30.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

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Modera Wealth Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History