WisdomTree Total Dividend Fund shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in WisdomTree Total Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree Total Dividend Fund held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree Total Dividend Fund by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 19k | 60.17 |
| 2023-06-30 | $1.2M | 19k | 62.09 |
| 2023-03-31 | $1.1M | 19k | 60.59 |
| 2022-12-31 | $1.1M | 19k | 60.65 |
| 2022-09-30 | $1.0M | 19k | 54.29 |
| 2022-06-30 | $1.1M | 19k | 57.88 |
| 2022-03-31 | $1.2M | 19k | 64.55 |
| 2021-12-31 | $1.2M | 19k | 64.76 |
| 2021-09-30 | $1.1M | 9.5k | 117.46 |
| 2021-06-30 | $1.1M | 9.5k | 118.52 |
| 2021-03-31 | $1.1M | 9.5k | 113.02 |
| 2020-12-31 | $991k | 9.5k | 104.87 |
| 2020-09-30 | $888k | 9.5k | 93.97 |
| 2020-06-30 | $852k | 9.5k | 90.16 |
| 2020-03-31 | $740k | 9.5k | 78.31 |
| 2019-12-31 | $998k | 9.5k | 105.61 |
| 2019-09-30 | $937k | 9.5k | 99.15 |
| 2019-06-30 | $918k | 9.5k | 97.14 |
| 2019-03-31 | $894k | 9.5k | 94.60 |
| 2018-12-31 | $800k | 9.5k | 84.66 |
| 2018-09-30 | $908k | 9.5k | 96.08 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
View all positions for Evercore Wealth Management
Top funds holding WisdomTree Total Dividend Fund
View all funds holding WisdomTree Total Dividend Fund