EVERCORE WEALTH MANAGEMENT, LLC – WisdomTree U.S. LargeCap Dividend Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$53.00M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.50%
quarter
WisdomTree U.S. LargeCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.54% | 23.72K shares | -2.28M | $55.26 | 959.25K |
| Q2 2022 | share | Increase | +4.85% | 43.24K shares | -3.35M | $59.1 | 935.53K |
| Q1 2022 | share | Increase | 0.00% | 892.29K shares | 58.64M | $65.72 | 892.29K |
| Q2 2016 | share | Decrease | -100.00% | -96.60K shares | -7.09M | $65.64 | 0 |
| Q1 2016 | share | Increase | +73.18% | 40.82K shares | 3.12M | $63.17 | 96.60K |