EWM
Evercore Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,749
| Closed | -$138K | – | 449 |
|
|
2017
Q4 | $138K | Buy |
4,749
+3,166
| +200% | +$92K | 0.01% | 414 |
|
|
2017
Q3 | $133K | Hold |
1,583
| – | – | 0.01% | 418 |
|
|
2017
Q2 | $127K | Hold |
1,583
| – | – | ﹤0.01% | 423 |
|
|
2017
Q1 | $128K | Buy |
+1,583
| New | +$128K | 0.01% | 433 |
|
|
2015
Q3 | – | Sell |
-1,380
| Closed | -$97K | – | 970 |
|
|
2015
Q2 | $97K | Buy |
+1,380
| New | +$97K | ﹤0.01% | 521 |
|