Wisdomtree Tr cmn shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 9.4k | 37.94 |
| 2025-06-30 | $324k | 9.4k | 34.48 |
| 2025-03-31 | $290k | 9.4k | 30.87 |
| 2024-12-31 | $286k | 9.4k | 30.48 |
| 2024-09-30 | $310k | 9.4k | 33.03 |
| 2024-06-30 | $288k | 9.4k | 30.63 |
| 2024-03-31 | $294k | 10k | 29.46 |
| 2023-12-31 | $271k | 9.4k | 28.88 |
| 2023-09-30 | $250k | 9.4k | 26.67 |
| 2021-12-31 | $255k | 6.9k | 36.87 |
| 2021-09-30 | $318k | 8.5k | 37.32 |
| 2021-06-30 | $298k | 7.1k | 42.06 |
| 2021-03-31 | $238k | 5.9k | 40.68 |
| 2020-12-31 | $203k | 5.1k | 39.72 |