Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-225	Closed	-$11K	–	663
2019 Q4	$11K	Hold	225	–	–	﹤0.01%	574
2019 Q3	$10K	Hold	225	–	–	﹤0.01%	567
2019 Q2	$11K	Hold	225	–	–	﹤0.01%	553
2019 Q1	$11K	Hold	225	–	–	﹤0.01%	552
2018 Q4	$9K	Hold	225	–	–	﹤0.01%	568
2018 Q3	$10K	Hold	225	–	–	﹤0.01%	533
2018 Q2	$11K	Hold	225	–	–	﹤0.01%	541
2018 Q1	$12K	Hold	225	–	–	﹤0.01%	574
2017 Q4	$12K	Hold	225	–	–	﹤0.01%	558
2017 Q3	$11K	Hold	225	–	–	﹤0.01%	553
2017 Q2	$11K	Hold	225	–	–	﹤0.01%	538
2017 Q1	$10K	Hold	225	–	–	﹤0.01%	549
2016 Q4	$9K	Hold	225	–	–	﹤0.01%	537
2016 Q3	$9K	Hold	225	–	–	﹤0.01%	549
2016 Q2	$9K	Hold	225	–	–	﹤0.01%	550
2016 Q1	$9K	Hold	225	–	–	﹤0.01%	542
2015 Q4	$8K	Hold	225	–	–	﹤0.01%	573
2015 Q3	$10K	Hold	225	–	–	﹤0.01%	541
2015 Q2	$10K	Hold	225	–	–	﹤0.01%	541
2015 Q1	$10K	Hold	225	–	–	﹤0.01%	560
2014 Q4	$10K	Hold	225	–	–	﹤0.01%	554
2014 Q3	$10K	Hold	225	–	–	﹤0.01%	533
2014 Q2	$11K	Hold	225	–	–	﹤0.01%	551
2014 Q1	$10K	Hold	225	–	–	﹤0.01%	545
2013 Q4	$10K	Hold	225	–	–	﹤0.01%	523
2013 Q3	$10K	Hold	225	–	–	﹤0.01%	495
2013 Q2	$10K	Buy	+225	New	+$11.4K	﹤0.01%	534

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DGS Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 225 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DGS in Q2 2013 and held it in 27 quarters. The position peaked at $12K in Q1 2018. 171 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 225 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $11K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 27 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12K in Q1 2018.
171 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.