Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio DFE Stock Details DFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$154K	﹤0.01%	308

Other funds holding DFE

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DFE Position: Q1 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2016, closing a stake of 2,725 shares — an estimated $153K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DFE in Q3 2014 and held it in 6 quarters. The position peaked at $156K in Q3 2015. 108 funds tracked by Wall St. Rank hold DFE as of Q1 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,725 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2016, an estimated $153K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2014 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $156K in Q3 2015.
108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.