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Boston Private Bank & Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Boston Private Bank & Trust’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,496
Closed -$54K – 1158
2014
Q3 		$54K Hold
2,496
– – ﹤0.01% 564
2014
Q2 		$58K Hold
2,496
– – ﹤0.01% 547
2014
Q1 		$57K Buy
+2,496
New +$55.4K ﹤0.01% 568

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Boston Private Bank & Trust's DES Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2014, closing a stake of 2,496 shares — an estimated $54K sold.

Boston Private Bank & Trust first reported a position in DES in Q1 2014 and held it in 3 quarters. The position peaked at $58K in Q2 2014. 130 funds tracked by Wall St. Rank hold DES as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 2,496 WisdomTree US SmallCap Dividend Fund shares in Q4 2014, an estimated $54K.
  • Boston Private Bank & Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2014 and held it in 3 quarters.
  • Boston Private Bank & Trust's WisdomTree US SmallCap Dividend Fund position peaked at $58K in Q2 2014.
  • 130 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.