Evercore Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 48 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$701,000
+9.0%
10,6680.0%0.02%0.0%
Q3 2019$643,000
-2.7%
10,6680.0%0.02%
-5.0%
Q2 2019$661,000
-0.2%
10,6680.0%0.02%
-4.8%
Q1 2019$662,000
+1.5%
10,668
-7.1%
0.02%
-16.0%
Q4 2018$652,000
-13.4%
11,4830.0%0.02%
+4.2%
Q3 2018$753,000
+0.5%
11,4830.0%0.02%
-7.7%
Q2 2018$749,000
-43.0%
11,483
-39.9%
0.03%
-48.0%
Q1 2018$1,313,000
-13.6%
19,092
-13.3%
0.05%
-10.7%
Q4 2017$1,519,000
+4.0%
22,0210.0%0.06%
-1.8%
Q3 2017$1,461,000
+4.1%
22,0210.0%0.06%
+5.6%
Q2 2017$1,404,000
+6.0%
22,0210.0%0.05%
+3.8%
Q1 2017$1,325,000
+8.7%
22,0210.0%0.05%
+2.0%
Q4 2016$1,219,000
-1.3%
22,0210.0%0.05%0.0%
Q3 2016$1,235,000
+7.0%
22,0210.0%0.05%0.0%
Q2 2016$1,154,000
-6.1%
22,0210.0%0.05%
-5.6%
Q1 2016$1,229,000
+25.7%
22,021
+25.0%
0.05%
+20.0%
Q4 2015$978,000
+31.6%
17,617
+25.9%
0.04%
+28.6%
Q3 2015$743,000
+25.7%
13,997
+40.0%
0.04%
+29.6%
Q2 2015$591,00010,0000.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
SMITH, MOORE & CO. 59,143$3,320,8790.44%
GHP Investment Advisors, Inc. 57,729$3,178,8120.19%
FLOW TRADERS U.S. LLC 42,844$2,4060.11%
HOWLAND CAPITAL MANAGEMENT LLC 11,570$649,6560.04%
One Capital Management, LLC 14,097$791,5460.04%
Washington Trust Advisors, Inc. 5,601$314,4970.03%
WealthShield Partners, LLC 2,639$148,1800.02%
Geneos Wealth Management Inc. 6,526$366,4350.02%
Capital Advisors, Ltd. LLC 2,234$1250.02%
Carmichael Hill & Associates, Inc. 535$30,0530.01%
View complete list of WISDOMTREE TR shareholders