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

About WISDOMTREE TR U.S TOTAL DIVIDE


  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.