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

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

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 56,063 shares of DES stock, worth $1.82 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
56,063
Previous 56,708 1.14%
Holding current value
$1.82 Million
Previous $1.96 Million 1.53%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
363
Shares Held
31.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email