FineMark National Bank & Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

FineMark National Bank & Trust’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-121	Closed	-$4K	–	525
2016 Q4	$4K	Buy	+121	New	+$3.94K	﹤0.01%	1083

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

FineMark National Bank & Trust's DGRW Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2017, closing a stake of 121 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in DGRW in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 100 funds tracked by Wall St. Rank hold DGRW as of Q1 2017.

FineMark National Bank & Trust reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 121 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2017, an estimated $4K.
FineMark National Bank & Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and held it in 1 quarter.
FineMark National Bank & Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4K in Q4 2016.
100 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.