MODERA WEALTH MANAGEMENT, LLC – WisdomTree U.S. Earnings 500 Fund Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$1.20M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.91%
quarter
WisdomTree U.S. Earnings 500 Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.08% | -1K shares | -117K | $38.39 | 31.49K |
| Q2 2022 | share | Decrease | -0.46% | -150 shares | -253K | $40.8 | 32.49K |
| Q1 2022 | share | 0.00% | 0 shares | -65K | $48.36 | 32.64K | |
| Q4 2021 | share | Decrease | -1.33% | -441 shares | 123K | $50.52 | 32.64K |
| Q3 2021 | share | Increase | +1.76% | 572 shares | 19K | $45.99 | 33.08K |
| Q2 2021 | share | 0.00% | 0 shares | 93K | $46.03 | 32.51K | |
| Q1 2021 | share | Increase | +17.45% | 4.83K shares | 297K | $43 | 32.51K |
| Q4 2020 | share | Increase | 0.00% | 27.68K shares | 1.11M | $39.68 | 27.68K |