EWM
DES icon

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

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