Evercore Wealth Management, LLC Wisdomtree Tr Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	N/A	-6,086 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	6,086	6,086 $331,000

Others Institutions Holding DWM

# of Institutions

126

Shares Held

5.86M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.08M
Shares

$58.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

741K
Shares

$40 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$21.1 Million
2.04% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$20.4 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.6 Million
0.0% of portfolio

About WISDOMTREE TR

Ticker DWM
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