FineMark National Bank & Trust’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-62	Closed	-$2K	–	1306
2016 Q3	$2K	Buy	+62	New	+$2.43K	﹤0.01%	1169

Other funds holding DTD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FineMark National Bank & Trust's DTD Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2016, closing a stake of 62 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in DTD in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 80 funds tracked by Wall St. Rank hold DTD as of Q4 2016.

FineMark National Bank & Trust reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 62 WisdomTree US Total Dividend Fund shares in Q4 2016, an estimated $2K.
FineMark National Bank & Trust first reported a position in WisdomTree US Total Dividend Fund in Q3 2016 and held it in 1 quarter.
FineMark National Bank & Trust's WisdomTree US Total Dividend Fund position peaked at $2K in Q3 2016.
80 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.