WisdomTree Intl. SmallCap Div shares owned by Modera Wealth Management
Quarter-by-quarter ownership of WisdomTree Intl. SmallCap Div (DLS) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in WisdomTree Intl. SmallCap Div
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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 3.4k | 79.50 |
| 2025-06-30 | $265k | 3.5k | 75.10 |
| 2025-03-31 | $238k | 3.6k | 66.01 |
| 2024-12-31 | $230k | 3.6k | 62.95 |
| 2024-09-30 | $251k | 3.6k | 69.06 |
| 2024-06-30 | $230k | 3.6k | 63.44 |
| 2024-03-31 | $236k | 3.6k | 65.22 |
| 2023-09-30 | $250k | 9.4k | 26.67 |
| 2023-06-30 | $242k | 4.1k | 59.46 |
| 2023-03-31 | $245k | 4.0k | 60.94 |
| 2022-12-31 | $232k | 4.0k | 57.96 |
| 2022-09-30 | $299k | 5.8k | 51.41 |
| 2022-06-30 | $445k | 7.6k | 58.41 |
| 2022-03-31 | $530k | 7.7k | 68.64 |
| 2021-12-31 | $589k | 8.0k | 73.67 |
| 2021-09-30 | $593k | 8.0k | 74.22 |
| 2021-06-30 | $592k | 7.9k | 74.73 |
| 2021-03-31 | $572k | 7.9k | 72.30 |
| 2020-12-31 | $515k | 7.6k | 68.12 |
| 2020-09-30 | $333k | 5.6k | 59.92 |
| 2020-06-30 | $294k | 5.3k | 55.64 |
| 2020-03-31 | $468k | 9.7k | 48.06 |
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