Modera Wealth Management, LLC Wisdomtree Tr Transaction History

Modera Wealth Management, LLC

$8.14 Billion
Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 11,879 shares of DWM stock, worth $675,083. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,879

Previous 11,879 -0.0%

Holding current value

$675,083

Previous $683,000 8.35%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$52.24 - $58.1 $29,515 - $32,826	-565 Reduced 4.54%	11,879 $683,000
Q2 2024 Jul 29, 2024	SELL	$52.54 - $56.44 $28,213 - $30,308	-537 Reduced 4.14%	12,444 $668,000
Q3 2023 Nov 30, 2023	BUY	$48.13 - $51.79 $624,775 - $672,285	12,981 New	12,981 $627,000
Q2 2023 Aug 07, 2023	BUY	$48.54 - $51.63 $402,153 - $427,754	8,285 Added 123.56%	14,990 $749,000
Q4 2022 Feb 07, 2023	BUY	$39.94 - $48.25 $267,797 - $323,516	6,705 New	6,705 $315,000
Q2 2022 Jul 27, 2022	BUY	$45.44 - $53.31 $28,854 - $33,851	635 Added 8.29%	8,291 $377,000
Q4 2021 Feb 04, 2022	BUY	$51.6 - $54.8 $11,610 - $12,330	225 Added 3.03%	7,656 $414,000
Q3 2021 Nov 04, 2021	BUY	$52.87 - $56.39 $32,673 - $34,849	618 Added 9.07%	7,431 $393,000
Q1 2021 Apr 29, 2021	BUY	$50.35 - $53.3 $50,350 - $53,300	1,000 Added 17.2%	6,813 $358,000
Q4 2020 Feb 11, 2021	BUY	$43.68 - $50.9 $253,911 - $295,881	5,813 New	5,813 $294,000

Others Institutions Holding DWM

# of Institutions

127

Shares Held

6.09M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Account

Modera Wealth Management, LLC Wisdomtree Tr Transaction History