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 $90.3 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
$90.3 Million
Previous $88.2 Million
1.84%
% of portfolio
1.44%
Previous 1.36%
Shares
31 transactions
Others Institutions Holding DLN
# of Institutions
461Shares Held
41.9MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$322 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.46MShares$286 Million0.11% of portfolio
-
Morgan Stanley New York, NY2.96MShares$245 Million0.02% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$173 Million4.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$118 Million0.03% of portfolio