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Boston Private Bank & Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Boston Private Bank & Trust’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,924
Closed -$101K – 996
2014
Q1 		$101K Buy
+3,924
New +$97.8K 0.01% 481

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Boston Private Bank & Trust's DON Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2014, closing a stake of 3,924 shares — an estimated $101K sold.

Boston Private Bank & Trust first reported a position in DON in Q1 2014 and held it in 1 quarter. The position peaked at $101K in Q1 2014. 107 funds tracked by Wall St. Rank hold DON as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 3,924 WisdomTree US MidCap Dividend Fund shares in Q2 2014, an estimated $101K.
  • Boston Private Bank & Trust first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's WisdomTree US MidCap Dividend Fund position peaked at $101K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.