EWM
Evercore Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,668
| Closed | -$701K | – | 372 |
|
|
2019
Q4 | $701K | Hold |
10,668
| – | – | 0.02% | 243 |
|
|
2019
Q3 | $643K | Hold |
10,668
| – | – | 0.02% | 249 |
|
|
2019
Q2 | $661K | Hold |
10,668
| – | – | 0.02% | 248 |
|
|
2019
Q1 | $662K | Sell |
10,668
-815
| -7% | -$50.6K | 0.02% | 242 |
|
|
2018
Q4 | $652K | Hold |
11,483
| – | – | 0.02% | 228 |
|
|
2018
Q3 | $753K | Hold |
11,483
| – | – | 0.02% | 232 |
|
|
2018
Q2 | $749K | Sell |
11,483
-7,609
| -40% | -$496K | 0.03% | 226 |
|
|
2018
Q1 | $1.31M | Sell |
19,092
-2,929
| -13% | -$201K | 0.05% | 158 |
|
|
2017
Q4 | $1.52M | Hold |
22,021
| – | – | 0.06% | 158 |
|
|
2017
Q3 | $1.46M | Hold |
22,021
| – | – | 0.06% | 156 |
|
|
2017
Q2 | $1.4M | Hold |
22,021
| – | – | 0.05% | 160 |
|
|
2017
Q1 | $1.33M | Hold |
22,021
| – | – | 0.05% | 162 |
|
|
2016
Q4 | $1.22M | Hold |
22,021
| – | – | 0.05% | 165 |
|
|
2016
Q3 | $1.24M | Hold |
22,021
| – | – | 0.05% | 165 |
|
|
2016
Q2 | $1.15M | Hold |
22,021
| – | – | 0.05% | 165 |
|
|
2016
Q1 | $1.23M | Buy |
22,021
+4,404
| +25% | +$246K | 0.05% | 160 |
|
|
2015
Q4 | $978K | Buy |
17,617
+3,620
| +26% | +$201K | 0.05% | 186 |
|
|
2015
Q3 | $743K | Buy |
13,997
+3,997
| +40% | +$212K | 0.04% | 210 |
|
|
2015
Q2 | $591K | Buy |
+10,000
| New | +$591K | 0.03% | 249 |
|