EWM
Evercore Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | 314 |
|
|
2017
Q1 | $303K | Buy |
+6,086
| New | +$303K | 0.01% | 317 |
|