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
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree DEFA by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $787k | 12k | 66.22 |
| 2025-06-30 | $755k | 12k | 63.56 |
| 2025-03-31 | $691k | 12k | 58.16 |
| 2024-12-31 | $626k | 12k | 52.70 |
| 2024-09-30 | $684k | 12k | 57.56 |
| 2024-06-30 | $669k | 12k | 53.72 |
| 2024-03-31 | $711k | 13k | 54.80 |
| 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 |