Evercore Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Evercore Wealth Management’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,781	Closed	-$1.2M	–	421
2024 Q4	$1.2M	Hold	15,781	–	–	0.02%	204
2024 Q3	$1.21M	Sell	15,781 -3,119	-17%	-$230K	0.02%	207
2024 Q2	$1.34M	Hold	18,900	–	–	0.02%	194
2024 Q1	$1.34M	Hold	18,900	–	–	0.02%	194
2023 Q4	$1.24M	Hold	18,900	–	–	0.02%	205
2023 Q3	$1.14M	Hold	18,900	–	–	0.02%	206
2023 Q2	$1.17M	Hold	18,900	–	–	0.02%	201
2023 Q1	$1.15M	Hold	18,900	–	–	0.02%	202
2022 Q4	$1.15M	Hold	18,900	–	–	0.02%	197
2022 Q3	$1.03M	Hold	18,900	–	–	0.02%	199
2022 Q2	$1.09M	Hold	18,900	–	–	0.02%	199
2022 Q1	$1.22M	Hold	18,900	–	–	0.02%	205
2021 Q4	$1.22M	Hold	18,900	–	–	0.02%	208
2021 Q3	$1.11M	Hold	18,900	–	–	0.02%	213
2021 Q2	$1.12M	Hold	18,900	–	–	0.02%	217
2021 Q1	$1.07M	Hold	18,900	–	–	0.02%	215
2020 Q4	$991K	Hold	18,900	–	–	0.02%	218
2020 Q3	$888K	Hold	18,900	–	–	0.02%	208
2020 Q2	$852K	Hold	18,900	–	–	0.02%	207
2020 Q1	$740K	Hold	18,900	–	–	0.02%	203
2019 Q4	$998K	Hold	18,900	–	–	0.03%	202
2019 Q3	$937K	Hold	18,900	–	–	0.03%	211
2019 Q2	$918K	Hold	18,900	–	–	0.03%	215
2019 Q1	$894K	Hold	18,900	–	–	0.03%	212
2018 Q4	$800K	Hold	18,900	–	–	0.03%	204
2018 Q3	$908K	Buy	+18,900	New	+$896K	0.03%	211

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Evercore Wealth Management's DTD Position: Q1 2025 in Review

Evercore Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2025, closing a stake of 15,781 shares — an estimated $1.2M sold.

Evercore Wealth Management first reported a position in DTD in Q3 2018 and held it in 26 quarters. The position peaked at $1.34M in Q2 2024. 194 funds tracked by Wall St. Rank hold DTD as of Q1 2025.

Evercore Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2025 after selling out during the quarter.
Evercore Wealth Management sold 15,781 WisdomTree US Total Dividend Fund shares in Q1 2025, an estimated $1.2M.
Evercore Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2018 and held it in 26 quarters.
Evercore Wealth Management's WisdomTree US Total Dividend Fund position peaked at $1.34M in Q2 2024.
194 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2025.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.