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WisdomTree DEFA shares owned by Modera Wealth Management

Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in WisdomTree DEFA

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree DEFA held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree DEFA by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $682k 13k 52.51
2023-09-30 $628k 13k 48.35
2023-06-30 $750k 15k 50.03
2023-03-31 $333k 6.7k 49.73
2022-12-31 $315k 6.7k 47.04
2022-06-30 $377k 8.3k 45.47
2022-03-31 $404k 7.7k 52.77
2021-12-31 $414k 7.7k 54.08
2021-09-30 $393k 7.4k 52.89
2021-06-30 $371k 6.8k 54.45
2021-03-31 $358k 6.8k 52.55
2020-12-31 $294k 5.8k 50.58