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Placemark Investments’s WisdomTree True Developed International Fund DOL Stock Holding History

Placemark Investments’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$2.41M Sell
51,519
-3,918
-7% -$190K 0.04% 511
2014
Q3 		$2.77M Buy
55,437
+2,355
+4% +$123K 0.05% 436
2014
Q2 		$2.84M Buy
+53,082
New +$2.83M 0.05% 441

Other funds holding DOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Placemark Investments's DOL Position: Q4 2014 in Review

Placemark Investments reduced its WisdomTree True Developed International Fund (DOL) stake by 7.1% in Q4 2014, selling an estimated $190K and leaving 51,519 shares worth $2.41M. The position accounts for 0.04% of the portfolio, ranked #511.

Placemark Investments first reported a position in DOL in Q2 2014 and has held it in 3 quarters since. The position peaked at $2.84M in Q2 2014. 61 funds tracked by Wall St. Rank hold DOL as of Q4 2014.

  • Placemark Investments held 51,519 shares of WisdomTree True Developed International Fund worth $2.41M as of Q4 2014.
  • Placemark Investments sold 3,918 WisdomTree True Developed International Fund shares in Q4 2014, an estimated $190K.
  • WisdomTree True Developed International Fund made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #511 holding.
  • Placemark Investments first reported a position in WisdomTree True Developed International Fund in Q2 2014 and has held it in 3 quarters since.
  • Placemark Investments's WisdomTree True Developed International Fund position peaked at $2.84M in Q2 2014.
  • 61 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.