Evercore Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXGE and the CUSIP is 97717W448. A total of 25 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2019$207,000
+3.5%
7,0000.0%0.01%0.0%
Q1 2019$200,000
-17.0%
7,000
-22.9%
0.01%
-33.3%
Q4 2018$241,000
-68.3%
9,080
-64.3%
0.01%
-62.5%
Q3 2018$760,000
-13.6%
25,420
-14.0%
0.02%
-20.0%
Q2 2018$880,000
-2.4%
29,545
+1.7%
0.03%
-11.8%
Q1 2018$902,000
-29.9%
29,045
-27.3%
0.03%
-29.2%
Q4 2017$1,287,000
-68.6%
39,940
-69.3%
0.05%
-70.0%
Q3 2017$4,105,000
+1.6%
130,120
-2.7%
0.16%
+2.6%
Q2 2017$4,039,000
-21.8%
133,745
-21.2%
0.16%
-22.8%
Q1 2017$5,164,000
+2.5%
169,701
-4.0%
0.20%
-3.3%
Q4 2016$5,036,000
-1.4%
176,750
-9.3%
0.21%
-0.9%
Q3 2016$5,105,000
-0.8%
194,850
-7.9%
0.21%
-7.0%
Q2 2016$5,144,000
-17.0%
211,536
-13.2%
0.23%
-17.2%
Q1 2016$6,196,000
-54.5%
243,741
-52.4%
0.27%
-56.7%
Q4 2015$13,628,000
+12.7%
511,953
+7.0%
0.63%
+9.5%
Q3 2015$12,093,000
+4623.8%
478,597
+5217.7%
0.58%
+4716.7%
Q2 2015$256,0009,0000.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
MORGENS WATERFALL VINTIADIS & CO INC 30,000$913,0000.81%
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 103,915$3,162,0000.69%
Winfield Associates, Inc. 14,225$433,0000.25%
Evercore Wealth Management, LLC 169,701$5,164,0000.20%
Clearwater Capital Advisors, LLC 11,510$347,0000.10%
BEACH INVESTMENT COUNSEL INC/PA 29,050$884,0000.10%
FLOW TRADERS U.S. LLC 26,432$804,0000.07%
Psagot Value Holdings Ltd. 46,096$1,403,0000.06%
WEDBUSH SECURITIES INC 10,200$310,0000.04%
OLD MISSION CAPITAL LLC 12,215$372,0000.04%
View complete list of WISDOMTREE TR shareholders