Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,725
| Closed | -$153K | – | 621 |
|
|
2015
Q4 | $153K | Hold |
2,725
| – | – | ﹤0.01% | 286 |
|
|
2015
Q3 | $156K | Hold |
2,725
| – | – | ﹤0.01% | 301 |
|
|
2015
Q2 | $156K | Hold |
2,725
| – | – | ﹤0.01% | 301 |
|
|
2015
Q1 | $152K | Hold |
2,725
| – | – | ﹤0.01% | 317 |
|
|
2014
Q4 | $140K | Hold |
2,725
| – | – | ﹤0.01% | 318 |
|
|
2014
Q3 | $143K | Buy |
+2,725
| New | +$143K | ﹤0.01% | 308 |
|