EWM
Evercore Wealth Management’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$18K | – | 961 |
|
|
2015
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 809 |
|
|
2015
Q1 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 798 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$20K | – | 876 |
|
|
2014
Q3 | $20K | Sell |
1,000
-500
| -33% | -$10K | ﹤0.01% | 735 |
|
|
2014
Q2 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 673 |
|
|
2014
Q1 | $30K | Sell |
1,500
-2,500
| -63% | -$50K | ﹤0.01% | 670 |
|
|
2013
Q4 | $80K | Sell |
4,000
-12,749
| -76% | -$255K | ﹤0.01% | 492 |
|
|
2013
Q3 | $336K | Sell |
16,749
-6,200
| -27% | -$124K | 0.02% | 331 |
|
|
2013
Q2 | $460K | Buy |
+22,949
| New | +$460K | 0.03% | 288 |
|