WisdomTree Earnings 500 Fund shares owned by Modera Wealth Management
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 35k | 68.94 |
| 2025-06-30 | $2.2M | 35k | 64.01 |
| 2025-03-31 | $2.1M | 35k | 59.28 |
| 2024-12-31 | $2.2M | 35k | 61.18 |
| 2024-09-30 | $2.1M | 35k | 60.04 |
| 2024-06-30 | $2.0M | 35k | 56.88 |
| 2024-03-31 | $2.0M | 35k | 55.40 |
| 2023-12-31 | $1.8M | 35k | 50.12 |
| 2023-09-30 | $320k | 3.6k | 88.25 |
| 2023-06-30 | $1.7M | 37k | 46.71 |
| 2023-03-31 | $1.4M | 32k | 43.72 |
| 2022-12-31 | $1.3M | 32k | 41.58 |
| 2022-09-30 | $1.2M | 32k | 38.39 |
| 2022-06-30 | $1.3M | 33k | 40.81 |
| 2022-03-31 | $1.6M | 33k | 48.37 |
| 2021-12-31 | $1.6M | 33k | 50.37 |
| 2021-09-30 | $1.5M | 33k | 45.98 |
| 2021-06-30 | $1.5M | 33k | 46.20 |
| 2021-03-31 | $1.4M | 33k | 43.34 |
| 2020-12-31 | $1.1M | 28k | 40.17 |