Modera Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Modera Wealth Management, LLC holds 12,775 shares of DGS stock, worth $638,239. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,775

Previous 13,271 3.74%

Holding current value

$638,239

Previous $712,000 12.36%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$48.87 - $53.53 $24,239 - $26,550	-496 Reduced 3.74%	12,775 $624,000
Q3 2024 Oct 24, 2024	BUY	$48.46 - $54.37 $290 - $326	6 Added 0.05%	13,271 $712,000
Q2 2024 Jul 29, 2024	SELL	$49.52 - $53.11 $9,309 - $9,984	-188 Reduced 1.4%	13,265 $682,000
Q1 2024 May 14, 2024	SELL	$47.45 - $51.31 $24,009 - $25,962	-506 Reduced 3.62%	13,453 $684,000
Q4 2023 Feb 14, 2024	BUY	$43.82 - $49.92 $23,005 - $26,208	525 Added 3.91%	13,959 $696,000
Q3 2023 Nov 30, 2023	BUY	$46.01 - $49.91 $618,098 - $670,490	13,434 New	13,434 $621,000
Q2 2023 Aug 07, 2023	BUY	$45.15 - $48.6 $627,314 - $675,248	13,894 New	13,894 $646,000

Others Institutions Holding DGS

# of Institutions

253

Shares Held

24.9M

Call Options Held

Put Options Held

100

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About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
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Modera Wealth Management, LLC Wisdomtree Emerging Markets Sm Transaction History