Placemark Investments’s WisdomTree WT Stock Holding History

Placemark Investments’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
2014 Q4	$213K	Buy	13,662 +1,564	+13%	+$21.8K	﹤0.01%	1532
2014 Q3	$137K	Buy	12,098 +1,030	+9%	+$11.7K	﹤0.01%	1600
2014 Q2	$138K	Sell	11,068 -7,098	-39%	-$80.3K	﹤0.01%	1587
2014 Q1	$238K	Buy	18,166 +2,127	+13%	+$32.5K	﹤0.01%	1442
2013 Q4	$284K	Buy	+16,039	New	+$228K	﹤0.01%	1381

Other funds holding WT

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

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

KCM

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

TCM

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

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

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

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

BIT

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

BFA

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

Placemark Investments's WT Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree (WT) stake by 13% in Q4 2014, buying an estimated $21.8K and bringing the position to 13,662 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Placemark Investments first reported a position in WT in Q4 2013 and has held it in 5 quarters since. The position peaked at $284K in Q4 2013. 192 funds tracked by Wall St. Rank hold WT as of Q4 2014.

Placemark Investments held 13,662 shares of WisdomTree worth $213K as of Q4 2014.
Placemark Investments bought 1,564 WisdomTree shares in Q4 2014, an estimated $21.8K.
WisdomTree made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1532 holding.
Placemark Investments first reported a position in WisdomTree in Q4 2013 and has held it in 5 quarters since.
Placemark Investments's WisdomTree position peaked at $284K in Q4 2013.
192 funds tracked by Wall St. Rank held WisdomTree as of Q4 2014.

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