Evercore Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.34M | Hold |
|
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|
2023
Q4 | $1.24M | Hold |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.15M | Hold |
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|
2022
Q4 | $1.15M | Hold |
|
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|
2022
Q3 | $1.03M | Hold |
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|
2022
Q2 | $1.09M | Hold |
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|
2022
Q1 | $1.22M | Hold |
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|
2021
Q4 | $1.22M | Hold |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $1.07M | Hold |
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|
2020
Q4 | $991K | Hold |
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|
2020
Q3 | $888K | Hold |
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|
2020
Q2 | $852K | Hold |
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|
2020
Q1 | $740K | Hold |
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|
2019
Q4 | $998K | Hold |
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|
2019
Q3 | $937K | Hold |
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|
2019
Q2 | $918K | Hold |
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|
2019
Q1 | $894K | Hold |
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|
2018
Q4 | $800K | Hold |
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|
2018
Q3 | $908K | Buy |
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