Evercore Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AXJL and the CUSIP is 97717W828. A total of 19 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$1,001,000
-31.7%
18,902
-10.7%
0.03%
-15.4%
Q4 2019$1,466,000
+20.8%
21,170
+12.0%
0.04%
+8.3%
Q3 2019$1,214,000
-43.3%
18,902
-39.7%
0.04%
-44.6%
Q2 2019$2,140,000
+1.5%
31,3350.0%0.06%
-4.4%
Q1 2019$2,109,000
+2.6%
31,335
-6.7%
0.07%
-12.8%
Q4 2018$2,056,000
-7.4%
33,596
+2.4%
0.08%
+9.9%
Q3 2018$2,220,000
+2.3%
32,803
+0.4%
0.07%
-4.1%
Q2 2018$2,171,000
-8.5%
32,657
-3.7%
0.07%
-18.7%
Q1 2018$2,372,000
-20.0%
33,923
-19.7%
0.09%
-17.3%
Q4 2017$2,966,000
+5.7%
42,246
+0.9%
0.11%
+0.9%
Q3 2017$2,806,000
+4.4%
41,878
+2.2%
0.11%
+4.8%
Q2 2017$2,689,000
-13.3%
40,980
-15.5%
0.10%
-14.0%
Q1 2017$3,100,000
+2.5%
48,480
-8.1%
0.12%
-3.2%
Q4 2016$3,023,000
+21.0%
52,780
+28.8%
0.12%
+21.4%
Q3 2016$2,498,000
+5.9%
40,9800.0%0.10%
-1.0%
Q2 2016$2,358,000
-8.9%
40,980
-10.0%
0.10%
-8.8%
Q1 2016$2,588,000
+29.7%
45,545
+24.6%
0.11%
+22.6%
Q4 2015$1,995,000
+12.3%
36,550
+11.5%
0.09%
+9.4%
Q3 2015$1,777,000
+22.9%
32,766
+48.9%
0.08%
+30.8%
Q2 2015$1,446,00022,0000.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Bellecapital International Ltd. 3,395$223,0000.19%
INVESTMENT CENTERS OF AMERICA INC 3,009$206,0000.04%
Acropolis Investment Management, LLC 2,580$169,403,0000.04%
JANE STREET GROUP, LLC 9,181$603,0000.01%
NATIXIS ADVISORS, L.P. 5,713$375,0000.01%
CT Financial Advisors LLC 127$8,509,0000.01%
Tower Research Capital LLC (TRC) 428$28,0000.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 88,979$5,842,0000.00%
Creative Planning 651$43,0000.00%
CREDIT SUISSE AG/ 12,163$799,0000.00%
View complete list of WISDOMTREE TR shareholders