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WisdomTree Emerging Mkts Small Cp Div shares owned by Modera Wealth Management

Quarter-by-quarter ownership of WisdomTree Emerging Mkts Small Cp Div (DGS) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in WisdomTree Emerging Mkts Small Cp Div

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Quarterly reported holdings in WisdomTree Emerging Mkts Small Cp Div by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $713k 13k 53.70
2024-06-30 $682k 13k 51.44
2024-03-31 $684k 14k 50.86
2023-12-31 $697k 14k 49.92
2023-09-30 $622k 13k 46.26
2023-06-30 $647k 14k 46.53
2016-03-31 $406k 11k 37.79

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding WisdomTree Emerging Mkts Small Cp Div

Creative Planning
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Congress Wealth Management LLC / DE /
HighTower Advisors
LPL Financial
Old Mission Capital
National Bank Of Canada /fi/
Envestnet Asset Management
Wells Fargo & Company
Boston Financial Mangement
Financial Planning & Information Services
Northwestern Mutual Wealth Management Company
Hengehold Capital Management

View all funds holding WisdomTree Emerging Mkts Small Cp Div