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

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 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 57,211 shares of DES stock, worth $1.77 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
57,211
Previous 57,211 -0.0%
Holding current value
$1.77 Million
Previous $1.84 Million 1.58%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
345
Shares Held
29.8M
Call Options Held
50.7K
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
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