FineMark National Bank & Trust’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-530	Closed	-$25K	–	543
2016 Q4	$25K	Hold	530	–	–	﹤0.01%	781
2016 Q3	$25K	Hold	530	–	–	﹤0.01%	765
2016 Q2	$24K	Hold	530	–	–	﹤0.01%	789
2016 Q1	$24K	Hold	530	–	–	﹤0.01%	746
2015 Q4	$25K	Hold	530	–	–	﹤0.01%	776
2015 Q3	$24K	Hold	530	–	–	﹤0.01%	808
2015 Q2	$27K	Buy	530 +330	+165%	+$17.7K	﹤0.01%	811
2015 Q1	$10K	Buy	+200	New	+$10.2K	﹤0.01%	999

Other funds holding DWM

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

FineMark National Bank & Trust sold out of WisdomTree International Equity Fund (DWM) in Q1 2017, closing a stake of 530 shares — an estimated $25K sold.

FineMark National Bank & Trust first reported a position in DWM in Q1 2015 and held it in 8 quarters. The position peaked at $27K in Q2 2015. 83 funds tracked by Wall St. Rank hold DWM as of Q1 2017.

FineMark National Bank & Trust reported no remaining WisdomTree International Equity Fund position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 530 WisdomTree International Equity Fund shares in Q1 2017, an estimated $25K.
FineMark National Bank & Trust first reported a position in WisdomTree International Equity Fund in Q1 2015 and held it in 8 quarters.
FineMark National Bank & Trust's WisdomTree International Equity Fund position peaked at $27K in Q2 2015.
83 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2017.

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