Placemark Investments’s WisdomTree US MidCap Fund EZM Stock Holding History

Placemark Investments’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.9M	Buy	61,371 +84	+0.1%	+$2.52K	0.03%	588
2014 Q3	$1.79M	Buy	61,287 +4,218	+7%	+$128K	0.03%	590
2014 Q2	$1.76M	Buy	57,069 +291	+0.5%	+$8.63K	0.03%	619
2014 Q1	$1.68M	Sell	56,778 -186	-0.3%	-$5.36K	0.03%	604
2013 Q4	$1.64M	Buy	56,964 +5,226	+10%	+$144K	0.03%	635
2013 Q3	$1.36M	Buy	51,738 +31,707	+158%	+$811K	0.03%	663
2013 Q2	$481K	Buy	+20,031	New	+$475K	0.01%	1049

Other funds holding EZM

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

3AM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Placemark Investments's EZM Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree US MidCap Fund (EZM) stake by 0.14% in Q4 2014, buying an estimated $2.52K and bringing the position to 61,371 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #588.

Placemark Investments first reported a position in EZM in Q2 2013 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold EZM as of Q4 2014.

Placemark Investments held 61,371 shares of WisdomTree US MidCap Fund worth $1.9M as of Q4 2014.
Placemark Investments bought 84 WisdomTree US MidCap Fund shares in Q4 2014, an estimated $2.52K.
WisdomTree US MidCap Fund made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #588 holding.
Placemark Investments first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 7 quarters since.
66 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2014.

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