WISDOMTREE TR

Ticker: DLN CUSIP: 97717W307 Class: US LARGECAP DIVD

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,033,859 Value ($000) $91,062 Avg Close — Range —
Q3 2025
Shares 1,050,411 Value ($000) $91,417 Avg Close — Range —
Q2 2025
Shares 1,072,367 Value ($000) $88,084 Avg Close — Range —
Q1 2025
Shares 1,091,046 Value ($000) $86,596 Avg Close — Range —
Q4 2024
Shares 1,134,076 Value ($000) $88,220 Avg Close — Range —
Q3 2024
Shares 1,130,531 Value ($000) $88,815 Avg Close — Range —
Q2 2024
Shares 1,130,141 Value ($000) $82,218 Avg Close — Range —
Q1 2024
Shares 1,121,943 Value ($000) $80,993 Avg Close — Range —
Q4 2023
Shares 1,074,155 Value ($000) $71,302 Avg Close — Range —
Q3 2023
Shares 1,092,281 Value ($000) $67,164 Avg Close — Range —
Q2 2023
Shares 1,066,985 Value ($000) $67,860 Avg Close — Range —
Q1 2023
Shares 1,049,251 Value ($000) $64,907 Avg Close — Range —
Q4 2022
Shares 1,059,755 Value ($000) $65,652 Avg Close — Range —
Q3 2022
Shares 959,256 Value ($000) $53,009 Avg Close — Range —
Q2 2022
Shares 935,535 Value ($000) $55,290 Avg Close — Range —
Q1 2022
Shares 892,295 Value ($000) $58,641 Avg Close — Range —
Q1 2016
Shares 96,604 Value ($000) $7,091 Avg Close — Range —
Q4 2015
Shares 55,783 Value ($000) $3,968 Avg Close — Range —
Q3 2015
Shares 52,957 Value ($000) $3,559 Avg Close — Range —
Q2 2015
Shares 54,796 Value ($000) $3,970 Avg Close — Range —
Q1 2015
Shares 60,832 Value ($000) $4,457 Avg Close — Range —
Q3 2014
Shares 47,836 Value ($000) $3,405 Avg Close — Range —
Q2 2014
Shares 41,735 Value ($000) $2,956 Avg Close — Range —
Q1 2014
Shares 36,730 Value ($000) $2,484 Avg Close — Range —
Q4 2013
Shares 36,338 Value ($000) $2,420 Avg Close — Range —
Q3 2013
Shares 33,961 Value ($000) $2,078 Avg Close — Range —
Q2 2013
Shares 25,836 Value ($000) $1,545 Avg Close — Range —