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Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2026
Q2 		$407K Buy
+10,000
New +$385K ﹤0.01% 251

Other funds holding DES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DES Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 10,000 shares worth $407K. The stake represents ﹤0.01% of the portfolio and ranks #251 among its holdings.

299 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 10,000 shares of WisdomTree US SmallCap Dividend Fund worth $407K as of Q2 2026.
  • WisdomTree US SmallCap Dividend Fund was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #251 holding.
  • 299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.