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Laird Norton Wetherby Wealth Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,134
Closed -$194K – 935
2025
Q2 		$194K Buy
+17,134
New +$186K 0.01% 887
2022
Q3 		– Sell
-15,158
Closed -$148K – 889
2022
Q2 		$148K Buy
+15,158
New +$159K 0.01% 842

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BOE Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q3 2025, closing a stake of 17,134 shares — an estimated $194K sold.

Laird Norton Wetherby Wealth Management first reported a position in BOE in Q2 2022 and held it in 2 quarters. The position peaked at $194K in Q2 2025. 102 funds tracked by Wall St. Rank hold BOE as of Q3 2025.

  • Laird Norton Wetherby Wealth Management reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q3 2025 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 17,134 BlackRock Enhanced Global Dividend Trust shares in Q3 2025, an estimated $194K.
  • Laird Norton Wetherby Wealth Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q2 2022 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's BlackRock Enhanced Global Dividend Trust position peaked at $194K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.