Placemark Investments’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Placemark Investments’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$512K	Buy	23,174 +814	+4%	+$18.3K	0.01%	1164
2014 Q3	$491K	Sell	22,360 -138	-0.6%	-$3.11K	0.01%	1172
2014 Q2	$505K	Buy	22,498 +941	+4%	+$19.6K	0.01%	1167
2014 Q1	$409K	Sell	21,557 -2,336	-10%	-$39.9K	0.01%	1213
2013 Q4	$415K	Buy	+23,893	New	+$398K	0.01%	1219
2013 Q3	–	Sell	-26,005	Closed	-$420K	–	1571
2013 Q2	$420K	Buy	+26,005	New	+$463K	0.01%	1121

Other funds holding EPI

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Placemark Investments's EPI Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree India Earnings Fund ETF (EPI) stake by 3.6% in Q4 2014, buying an estimated $18.3K and bringing the position to 23,174 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #1164.

Placemark Investments first reported a position in EPI in Q2 2013 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold EPI as of Q4 2014.

Placemark Investments held 23,174 shares of WisdomTree India Earnings Fund ETF worth $512K as of Q4 2014.
Placemark Investments bought 814 WisdomTree India Earnings Fund ETF shares in Q4 2014, an estimated $18.3K.
WisdomTree India Earnings Fund ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1164 holding.
Placemark Investments first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2014.

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