MWM
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Modera Wealth Management’s WisdomTree US High Dividend Fund DHS Stock Holding History

Modera Wealth Management’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,747
Closed -$1.09M – 559
2023
Q2 		$1.09M Buy
+13,747
New +$1.09M 0.02% 285