Modera Wealth Management, LLC Wisdomtree Tr Transaction History

Modera Wealth Management, LLC

$8.42 Billion
Q3 2025

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 $797,318. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,879

Previous 11,879 -0.0%

Holding current value

$797,318

Previous $755,000 4.11%

% 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

141

Shares Held

5.53M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Modera Wealth Management, LLC Wisdomtree Tr Transaction History