Evercore Wealth Management, LLC Wisdomtree Tr U.S Total Divide Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 15,781 shares of DTD stock, worth $1.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,781
Previous 18,900 16.5%
Holding current value
$1.2 Million
Previous $1.34 Million 9.57%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$70.02 - $76.68 $218,392 - $239,164
-3,119 Reduced 16.5%
15,781 $1.21 Million
Q1 2022

May 16, 2022
SELL
$61.31 - $65.53 $1.16 Million - $1.24 Million
-18,900 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$59.03 - $64.77 $557,833 - $612,076
9,450 Added 100.0%
18,900 $1.22 Million
Q3 2018

Nov 13, 2018
BUY
N/A
9,450 New
9,450 $908,000

Others Institutions Holding DTD

# of Institutions
195
Shares Held
8.57M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

DTD Quotes by TradingView
  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
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