Evercore Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,086	Closed	-$323K	–	379
2018 Q3	$323K	Hold	6,086	–	–	0.01%	334
2018 Q2	$321K	Hold	6,086	–	–	0.01%	319
2018 Q1	$334K	Hold	6,086	–	–	0.01%	289
2017 Q4	$339K	Hold	6,086	–	–	0.01%	293
2017 Q3	$331K	Hold	6,086	–	–	0.01%	303
2017 Q2	$316K	Hold	6,086	–	–	0.01%	316
2017 Q1	$303K	Buy	+6,086	New	+$295K	0.01%	318

Other funds holding DWM

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

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evercore Wealth Management's DWM Position: Q4 2018 in Review

Evercore Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q4 2018, closing a stake of 6,086 shares — an estimated $323K sold.

Evercore Wealth Management first reported a position in DWM in Q1 2017 and held it in 7 quarters. The position peaked at $339K in Q4 2017. 122 funds tracked by Wall St. Rank hold DWM as of Q4 2018.

Evercore Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 6,086 WisdomTree International Equity Fund shares in Q4 2018, an estimated $323K.
Evercore Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2017 and held it in 7 quarters.
Evercore Wealth Management's WisdomTree International Equity Fund position peaked at $339K in Q4 2017.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.