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WisdomTree LargeCap Dividend Fund shares owned by Evercore Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Evercore Wealth Management from 13F filings

Historical chart of Evercore Wealth Management investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $755k 13k 58.89
2012-09-30 $169k 3.1k 54.52
2012-03-31 $32k 600 53.33

More positions owned by Evercore Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Mastercard Incorporated Cl A (MA)
UnitedHealth (UNH)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Thermo Fisher Scientific (TMO)
AutoZone (AZO)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Accenture Plc Ireland Shs Class A (ACN)
Adobe Systems Incorporated (ADBE)
Builders FirstSource (BLDR)
Alphabet Cap Stk Cl A (GOOGL)
Cdw (CDW)

View all positions for Evercore Wealth Management

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund