Evercore Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Evercore Wealth Management, LLC
- $6.02 Billion
- Q1 2025
A detailed history of Evercore Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,091,046 shares of DLN stock, worth $92 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
1,091,046
Previous 1,134,076
3.79%
Holding current value
$92 Million
Previous $88.2 Million
1.84%
% of portfolio
1.44%
Previous 1.36%
Shares
31 transactions
Others Institutions Holding DLN
# of Institutions
467Shares Held
41.7MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$328 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.46MShares$292 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.96MShares$250 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$177 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$121 Million0.03% of portfolio