EVERCORE WEALTH MANAGEMENT, LLC – WisdomTree U.S. Total Dividend Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.02M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.30%
quarter
WisdomTree U.S. Total Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -68K | $54.26 | 18.9K | |
| Q2 2022 | share | 0.00% | 0 shares | -126K | $57.91 | 18.9K | |
| Q1 2022 | share | Increase | 0.00% | 18.9K shares | 1.22M | $64.56 | 18.9K |