News + Filings Holdings
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Evercore Wealth Management, LLC
> DLN
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | WisdomTree Trust | DLN | 1,066,985 | 17,734 | 67,860,246,000 | 2,953,579,000 | $63,600.00 |
| 03/31/2023 | WisdomTree Trust | DLN | 1,049,251 | 89,995 | 64,906,667,000 | 64,853,658,000 | $61,860.00 |
| 09/30/2022 | WisdomTree Trust | DLN | 959,256 | 23,721 | 53,009,000 | -2,281,000 | $55.26 |
| 06/30/2022 | WisdomTree Trust | DLN | 935,535 | 43,240 | 55,290,000 | -3,351,000 | $59.10 |
| 03/31/2022 | WisdomTree Trust | DLN | 892,295 | 31,113 | 58,641,000 | 1,769,000 | $65.72 |
| 12/31/2021 | WisdomTree Trust | DLN | 861,182 | 414,297 | 56,872,000 | 3,563,000 | $66.04 |
| 09/30/2021 | WisdomTree Trust | DLN | 446,885 | -8,836 | 53,309,000 | -1,523,000 | $119.29 |
| 06/30/2021 | WisdomTree Trust | DLN | 455,721 | 8,111 | 54,832,000 | 6,714,000 | $120.32 |
| 12/31/2020 | WisdomTree Trust | DLN | 447,610 | -1,317 | 48,118,000 | 4,554,000 | $107.50 |
| 09/30/2020 | WisdomTree Trust | DLN | 448,927 | -7,807 | 43,564,000 | 1,143,000 | $97.04 |
| 06/30/2020 | WisdomTree Trust | DLN | 456,734 | -26,258 | 42,421,000 | 3,328,000 | $92.88 |
| 03/31/2020 | WisdomTree Trust | DLN | 482,992 | -3,418 | 39,093,000 | -12,432,000 | $80.94 |
| 12/31/2019 | WisdomTree Trust | DLN | 486,410 | 40,987 | 51,525,000 | 7,397,000 | $105.93 |
| 09/30/2019 | WisdomTree Trust | DLN | 445,423 | 138,867 | 44,128,000 | 14,422,000 | $99.07 |
| 06/30/2019 | WisdomTree Trust | DLN | 306,556 | 4,909 | 29,706,000 | 1,285,000 | $96.90 |
| 03/31/2019 | WisdomTree Trust | DLN | 301,647 | -26,139 | 28,421,000 | 739,000 | $94.22 |
| 12/31/2018 | WisdomTree Trust | DLN | 327,786 | -371 | 27,682,000 | -3,628,000 | $84.45 |
| 09/30/2018 | WisdomTree Trust | DLN | 328,157 | -28,386 | 31,310,000 | -690,000 | $95.41 |
| 06/30/2018 | WisdomTree Trust | DLN | 356,543 | -5,630 | 32,000,000 | -49,000 | $89.75 |
| 03/31/2018 | WisdomTree Trust | DLN | 362,173 | -58,295 | 32,049,000 | -6,684,000 | $88.49 |
| 12/31/2017 | WisdomTree Trust | DLN | 420,468 | -4,381 | 38,733,000 | 1,839,000 | $92.12 |
| 09/30/2017 | WisdomTree Trust | DLN | 424,849 | -8,082 | 36,894,000 | 493,000 | $86.84 |
| 06/30/2017 | WisdomTree Trust | DLN | 432,931 | 12,604 | 36,401,000 | 1,543,000 | $84.08 |
| 03/31/2017 | WisdomTree Trust | DLN | 420,327 | 420,327 | 34,858,000 | 34,858,000 | $82.93 |
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