EWM
Evercore Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,781
| Closed | -$1.2M | – | 416 |
|
|
2024
Q4 | $1.2M | Hold |
15,781
| – | – | 0.02% | 204 |
|
|
2024
Q3 | $1.21M | Sell |
15,781
-3,119
| -17% | -$239K | 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 | Buy |
18,900
+9,450
| +100% | +$612K | 0.02% | 208 |
|
|
2021
Q3 | $1.11M | Hold |
9,450
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $1.12M | Hold |
9,450
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $1.07M | Hold |
9,450
| – | – | 0.02% | 215 |
|
|
2020
Q4 | $991K | Hold |
9,450
| – | – | 0.02% | 217 |
|
|
2020
Q3 | $888K | Hold |
9,450
| – | – | 0.02% | 208 |
|
|
2020
Q2 | $852K | Hold |
9,450
| – | – | 0.02% | 207 |
|
|
2020
Q1 | $740K | Hold |
9,450
| – | – | 0.02% | 203 |
|
|
2019
Q4 | $998K | Hold |
9,450
| – | – | 0.03% | 202 |
|
|
2019
Q3 | $937K | Hold |
9,450
| – | – | 0.03% | 211 |
|
|
2019
Q2 | $918K | Hold |
9,450
| – | – | 0.03% | 215 |
|
|
2019
Q1 | $894K | Hold |
9,450
| – | – | 0.03% | 212 |
|
|
2018
Q4 | $800K | Hold |
9,450
| – | – | 0.03% | 204 |
|
|
2018
Q3 | $908K | Buy |
+9,450
| New | +$908K | 0.03% | 211 |
|