EWM
Evercore Wealth Management’s WisdomTree WT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$27K | ﹤0.01% | 627 |
|