Placemark Investments’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Placemark Investments’s Portfolio EES Stock Details EES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.77M	Buy	64,254 +1,806	+3%	+$47.9K	0.03%	609
2014 Q3	$1.58M	Buy	62,448 +4,749	+8%	+$127K	0.03%	652
2014 Q2	$1.59M	Buy	57,699 +861	+2%	+$23K	0.03%	659
2014 Q1	$1.54M	Sell	56,838 -11,205	-16%	-$298K	0.03%	628
2013 Q4	$1.85M	Buy	68,043 +1,818	+3%	+$47.1K	0.03%	591
2013 Q3	$1.63M	Buy	66,225 +36,786	+125%	+$880K	0.03%	601
2013 Q2	$655K	Buy	+29,439	New	+$635K	0.01%	932

Other funds holding EES

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Placemark Investments's EES Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 2.9% in Q4 2014, buying an estimated $47.9K and bringing the position to 64,254 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #609.

Placemark Investments first reported a position in EES in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.85M in Q4 2013. 70 funds tracked by Wall St. Rank hold EES as of Q4 2014.

Placemark Investments held 64,254 shares of WisdomTree US SmallCap Earnings Fund worth $1.77M as of Q4 2014.
Placemark Investments bought 1,806 WisdomTree US SmallCap Earnings Fund shares in Q4 2014, an estimated $47.9K.
WisdomTree US SmallCap Earnings Fund made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #609 holding.
Placemark Investments first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's WisdomTree US SmallCap Earnings Fund position peaked at $1.85M in Q4 2013.
70 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2014.

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