Evercore Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.1M | Sell |
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|
2025
Q1 | $86.6M | Sell |
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|
2024
Q4 | $88.2M | Buy |
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|
2024
Q3 | $88.8M | Buy |
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|
2024
Q2 | $82.2M | Buy |
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|
2024
Q1 | $81M | Buy |
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|
2023
Q4 | $71.3M | Sell |
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|
2023
Q3 | $67.2M | Buy |
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|
2023
Q2 | $67.9M | Buy |
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|
2023
Q1 | $64.9M | Sell |
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|
2022
Q4 | $65.7M | Buy |
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|
2022
Q3 | $53M | Buy |
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|
2022
Q2 | $55.3M | Buy |
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|
2022
Q1 | $58.6M | Buy |
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|
2021
Q4 | $56.9M | Sell |
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|
2021
Q3 | $53.3M | Sell |
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|
2021
Q2 | $54.8M | Buy |
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|
2021
Q1 | $51.9M | Buy |
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|
2020
Q4 | $48.1M | Sell |
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|
2020
Q3 | $43.6M | Sell |
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|
2020
Q2 | $42.4M | Sell |
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|
2020
Q1 | $39.1M | Sell |
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|
2019
Q4 | $51.5M | Buy |
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|
2019
Q3 | $44.1M | Buy |
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|
2019
Q2 | $29.7M | Buy |
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|
2019
Q1 | $28.4M | Sell |
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|
2018
Q4 | $27.7M | Sell |
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|
2018
Q3 | $31.3M | Sell |
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|
2018
Q2 | $32M | Sell |
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|
2018
Q1 | $32M | Sell |
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|
2017
Q4 | $38.7M | Sell |
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|
2017
Q3 | $36.9M | Sell |
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|
2017
Q2 | $36.4M | Buy |
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|
2017
Q1 | $34.9M | Buy |
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|
2016
Q4 | $30.8M | Buy |
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|
2016
Q3 | $21.2M | Buy |
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|
2016
Q2 | $8.42M | Buy |
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|
2016
Q1 | $7.09M | Buy |
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|
2015
Q4 | $3.97M | Buy |
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|
2015
Q3 | $3.56M | Sell |
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|
2015
Q2 | $3.97M | Sell |
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|
2015
Q1 | $4.46M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.4M | Buy |
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|
2014
Q2 | $2.96M | Buy |
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|
2014
Q1 | $2.48M | Buy |
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|
2013
Q4 | $2.42M | Buy |
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|
2013
Q3 | $2.08M | Buy |
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|
2013
Q2 | $1.54M | Buy |
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