Evercore Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History
Evercore Wealth Management, LLC
- $6.2 Billion
- Q2 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 1,072,367 shares of DLN stock, worth $90.2 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
1,072,367
Previous 1,091,046
1.71%
Holding current value
$90.2 Million
Previous $86.6 Million
1.72%
% of portfolio
1.42%
Previous 1.44%
Shares
32 transactions
Others Institutions Holding DLN
# of Institutions
472Shares Held
42.4MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$327 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.25MShares$273 Million0.09% of portfolio
-
Morgan Stanley New York, NY2.95MShares$248 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.11MShares$177 Million0.04% of portfolio
-
Wade G W & Inc Wellesley, MA2.09MShares$176 Million4.52% of portfolio