Evercore Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-78	Closed	-$3K	–	452
2017 Q4	$3K	Hold	78	–	–	﹤0.01%	875
2017 Q3	$3K	Hold	78	–	–	﹤0.01%	865
2017 Q2	$3K	Hold	78	–	–	﹤0.01%	924
2017 Q1	$3K	Hold	78	–	–	﹤0.01%	922
2016 Q4	$3K	Buy	+78	New	+$2.54K	﹤0.01%	924

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Evercore Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2018, closing a stake of 78 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in DGRW in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q4 2017. 137 funds tracked by Wall St. Rank hold DGRW as of Q1 2018.

Evercore Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 78 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2018, an estimated $3K.
Evercore Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and held it in 5 quarters.
Evercore Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3K in Q4 2017.
137 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2018.

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