Evercore Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-4,749	Closed	-$138K	–	449
2017 Q4	$138K	Hold	4,749	–	–	0.01%	414
2017 Q3	$133K	Hold	4,749	–	–	0.01%	418
2017 Q2	$127K	Hold	4,749	–	–	﹤0.01%	425
2017 Q1	$128K	Buy	+4,749	New	+$129K	0.01%	434
2015 Q3	–	Sell	-4,140	Closed	-$97K	–	970
2015 Q2	$97K	Buy	+4,140	New	+$98.5K	﹤0.01%	521

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Evercore Wealth Management's DES Position: Q1 2018 in Review

Evercore Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2018, closing a stake of 4,749 shares — an estimated $138K sold.

Evercore Wealth Management first reported a position in DES in Q2 2015 and held it in 5 quarters. The position peaked at $138K in Q4 2017. 233 funds tracked by Wall St. Rank hold DES as of Q1 2018.

Evercore Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 4,749 WisdomTree US SmallCap Dividend Fund shares in Q1 2018, an estimated $138K.
Evercore Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2015 and held it in 5 quarters.
Evercore Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $138K in Q4 2017.
233 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.