FineMark National Bank & Trust’s WisdomTree WT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-65	Closed	-$1K	–	1479
2015 Q1	$1K	Sell	65 -17	-21%	-$317	﹤0.01%	1356
2014 Q4	$1K	Sell	82 -107	-57%	-$1.49K	﹤0.01%	1367
2014 Q3	$2K	Hold	189	–	–	﹤0.01%	1276
2014 Q2	$2K	Sell	189 -1,186	-86%	-$13.4K	﹤0.01%	1303
2014 Q1	$18K	Sell	1,375 -22	-2%	-$336	﹤0.01%	912
2013 Q4	$25K	Buy	1,397 +1,324	+1,814%	+$18.8K	0.01%	767
2013 Q3	$1K	Buy	+73	New	+$882	﹤0.01%	1394

Other funds holding WT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FineMark National Bank & Trust's WT Position: Q2 2015 in Review

FineMark National Bank & Trust sold out of WisdomTree (WT) in Q2 2015, closing a stake of 65 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in WT in Q3 2013 and held it in 7 quarters. The position peaked at $25K in Q4 2013. 236 funds tracked by Wall St. Rank hold WT as of Q2 2015.

FineMark National Bank & Trust reported no remaining WisdomTree position as of Q2 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 65 WisdomTree shares in Q2 2015, an estimated $1K.
FineMark National Bank & Trust first reported a position in WisdomTree in Q3 2013 and held it in 7 quarters.
FineMark National Bank & Trust's WisdomTree position peaked at $25K in Q4 2013.
236 funds tracked by Wall St. Rank held WisdomTree as of Q2 2015.

Based on FineMark National Bank & Trust's 13F filing for Q2 2015, filed 11 Aug 2015.