Modera Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi 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. Midcap Divi stock. As of the latest transaction made, Modera Wealth Management, LLC holds 128,820 shares of DON stock, worth $6.67 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
128,820
Previous 131,529 2.06%
Holding current value
$6.67 Million
Previous $6.73 Million 2.38%
% of portfolio
0.08%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$50.53 - $55.55 $136,885 - $150,484
-2,709 Reduced 2.06%
128,820 $6.57 Million
Q3 2024

Oct 24, 2024
SELL
$46.17 - $51.13 $20,915 - $23,161
-453 Reduced 0.34%
131,529 $6.73 Million
Q2 2024

Jul 29, 2024
SELL
$45.6 - $48.78 $21,523 - $23,024
-472 Reduced 0.36%
131,982 $6.17 Million
Q1 2024

May 14, 2024
SELL
$44.21 - $48.77 $145,362 - $160,355
-3,288 Reduced 2.42%
132,454 $6.46 Million
Q4 2023

Feb 14, 2024
SELL
$38.7 - $46.0 $64,280 - $76,406
-1,661 Reduced 1.21%
135,742 $6.2 Million
Q3 2023

Nov 30, 2023
BUY
$40.51 - $44.22 $5.31 Million - $5.8 Million
131,066 Added 2068.27%
137,403 $5.63 Million
Q3 2023

Nov 01, 2023
SELL
$40.51 - $44.22 $5.38 Million - $5.88 Million
-132,919 Reduced 95.45%
6,337 $259,000
Q2 2023

Aug 07, 2023
BUY
$38.91 - $42.05 $3.55 Million - $3.84 Million
91,348 Added 190.67%
139,256 $5.86 Million
Q1 2023

May 05, 2023
SELL
$39.05 - $45.4 $91,142 - $105,963
-2,334 Reduced 4.65%
47,908 $1.96 Million
Q4 2022

Feb 07, 2023
SELL
$38.62 - $43.71 $1.07 Million - $1.21 Million
-27,659 Reduced 35.51%
50,242 $2.07 Million
Q3 2022

Nov 01, 2022
SELL
$37.67 - $44.3 $193,096 - $227,081
-5,126 Reduced 6.17%
77,901 $2.94 Million
Q2 2022

Jul 27, 2022
SELL
$38.16 - $45.36 $396,062 - $470,791
-10,379 Reduced 11.11%
83,027 $3.24 Million
Q1 2022

May 03, 2022
BUY
$42.12 - $45.3 $103,151 - $110,939
2,449 Added 2.69%
93,406 $4.15 Million
Q4 2021

Feb 04, 2022
BUY
$41.76 - $45.13 $3.8 Million - $4.1 Million
90,957 New
90,957 $4.04 Million

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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