Evercore Wealth Management’s WisdomTree WT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,700	Closed	-$17K	–	1061
2016 Q2	$17K	Hold	1,700	–	–	﹤0.01%	784
2016 Q1	$19K	Hold	1,700	–	–	﹤0.01%	736
2015 Q4	$27K	Hold	1,700	–	–	﹤0.01%	712
2015 Q3	$27K	Hold	1,700	–	–	﹤0.01%	683
2015 Q2	$37K	Hold	1,700	–	–	﹤0.01%	685
2015 Q1	$36K	Hold	1,700	–	–	﹤0.01%	674
2014 Q4	$27K	Buy	+1,700	New	+$23.6K	﹤0.01%	627

Other funds holding WT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's WT Position: Q3 2016 in Review

Evercore Wealth Management sold out of WisdomTree (WT) in Q3 2016, closing a stake of 1,700 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in WT in Q4 2014 and held it in 7 quarters. The position peaked at $37K in Q2 2015. 211 funds tracked by Wall St. Rank hold WT as of Q3 2016.

Evercore Wealth Management reported no remaining WisdomTree position as of Q3 2016 after selling out during the quarter.
Evercore Wealth Management sold 1,700 WisdomTree shares in Q3 2016, an estimated $17K.
Evercore Wealth Management first reported a position in WisdomTree in Q4 2014 and held it in 7 quarters.
Evercore Wealth Management's WisdomTree position peaked at $37K in Q2 2015.
211 funds tracked by Wall St. Rank held WisdomTree as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.