EWM
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Evercore Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Evercore Wealth Management’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,202
Closed -$528K – 406
2019
Q2 		$528K Sell
11,202
-252
-2% -$11.8K 0.02% 274
2019
Q1 		$531K Sell
11,454
-6,921
-38% -$315K 0.02% 259
2018
Q4 		$782K Sell
18,375
-6,683
-27% -$301K 0.03% 206
2018
Q3 		$1.21M Sell
25,058
-31
-0.1% -$1.5K 0.04% 179
2018
Q2 		$1.2M Sell
25,089
-10,495
-29% -$526K 0.04% 180
2018
Q1 		$1.77M Sell
35,584
-4,042
-10% -$207K 0.07% 141
2017
Q4 		$2.01M Hold
39,626
– – 0.07% 138
2017
Q3 		$1.96M Hold
39,626
– – 0.08% 137
2017
Q2 		$1.87M Hold
39,626
– – 0.07% 141
2017
Q1 		$1.8M Hold
39,626
– – 0.07% 141
2016
Q4 		$1.7M Hold
39,626
– – 0.07% 142
2016
Q3 		$1.71M Sell
39,626
-200
-0.5% -$8.54K 0.07% 145
2016
Q2 		$1.65M Sell
39,826
-171
-0.4% -$7.24K 0.07% 143
2016
Q1 		$1.68M Buy
39,997
+4,271
+12% +$174K 0.07% 136
2015
Q4 		$1.54M Buy
35,726
+4,436
+14% +$198K 0.07% 148
2015
Q3 		$1.33M Buy
31,290
+5,275
+20% +$244K 0.06% 155
2015
Q2 		$1.24M Buy
26,015
+7,050
+37% +$355K 0.06% 178
2015
Q1 		$925K Buy
+18,965
New +$917K 0.04% 195
2014
Q4 		– Sell
-28,640
Closed -$1.43M – 884
2014
Q3 		$1.43M Hold
28,640
– – 0.07% 159
2014
Q2 		$1.53M Sell
28,640
-325
-1% -$17.3K 0.08% 153
2014
Q1 		$1.5M Hold
28,965
– – 0.08% 150
2013
Q4 		$1.5M Buy
28,965
+6,900
+31% +$350K 0.08% 158
2013
Q3 		$1.09M Buy
22,065
+1,350
+7% +$63.9K 0.06% 205
2013
Q2 		$913K Buy
+20,715
New +$970K 0.05% 221

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evercore Wealth Management's DOL Position: Q3 2019 in Review

Evercore Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q3 2019, closing a stake of 11,202 shares — an estimated $528K sold.

Evercore Wealth Management first reported a position in DOL in Q2 2013 and held it in 24 quarters. The position peaked at $2.01M in Q4 2017. 81 funds tracked by Wall St. Rank hold DOL as of Q3 2019.

  • Evercore Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 11,202 WisdomTree True Developed International Fund shares in Q3 2019, an estimated $528K.
  • Evercore Wealth Management first reported a position in WisdomTree True Developed International Fund in Q2 2013 and held it in 24 quarters.
  • Evercore Wealth Management's WisdomTree True Developed International Fund position peaked at $2.01M in Q4 2017.
  • 81 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.