Evercore Wealth Management’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Evercore Wealth Management’s Portfolio CEW Stock Details CEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$18.3K	﹤0.01%	798
2014 Q4	–	Sell	-1,000	Closed	-$20K	–	876
2014 Q3	$20K	Sell	1,000 -500	-33%	-$10.2K	﹤0.01%	735
2014 Q2	$31K	Hold	1,500	–	–	﹤0.01%	673
2014 Q1	$30K	Sell	1,500 -2,500	-63%	-$49.4K	﹤0.01%	670
2013 Q4	$80K	Sell	4,000 -12,749	-76%	-$258K	﹤0.01%	492
2013 Q3	$336K	Sell	16,749 -6,200	-27%	-$124K	0.02%	331
2013 Q2	$460K	Buy	+22,949	New	+$478K	0.03%	288

Other funds holding CEW

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evercore Wealth Management's CEW Position: Q3 2015 in Review

Evercore Wealth Management sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2015, closing a stake of 1,000 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in CEW in Q2 2013 and held it in 8 quarters. The position peaked at $460K in Q2 2013. 25 funds tracked by Wall St. Rank hold CEW as of Q3 2015.

Evercore Wealth Management reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2015 after selling out during the quarter.
Evercore Wealth Management sold 1,000 WisdomTree Emerging Currency Strategy Fund shares in Q3 2015, an estimated $18K.
Evercore Wealth Management first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and held it in 8 quarters.
Evercore Wealth Management's WisdomTree Emerging Currency Strategy Fund position peaked at $460K in Q2 2013.
25 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.