Boston Private Bank & Trust’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Boston Private Bank & Trust’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-162	Closed	-$8K	–	1054
2013 Q3	$8K	Hold	162	–	–	﹤0.01%	827
2013 Q2	$8K	Buy	+162	New	+$8.69K	﹤0.01%	793

Other funds holding DEM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Boston Private Bank & Trust's DEM Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2013, closing a stake of 162 shares — an estimated $8K sold.

Boston Private Bank & Trust first reported a position in DEM in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 268 funds tracked by Wall St. Rank hold DEM as of Q4 2013.

Boston Private Bank & Trust reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2013 after selling out during the quarter.
Boston Private Bank & Trust sold 162 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2013, an estimated $8K.
Boston Private Bank & Trust first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 2 quarters.
Boston Private Bank & Trust's WisdomTree Emerging Markets High Dividend Fund position peaked at $8K in Q3 2013.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.