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Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-151
Closed -$11K – 676
2019
Q3 		$11K Buy
+151
New +$11K ﹤0.01% 558

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DHS Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree US High Dividend Fund (DHS) in Q4 2019, closing a stake of 151 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DHS in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 173 funds tracked by Wall St. Rank hold DHS as of Q4 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree US High Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 151 WisdomTree US High Dividend Fund shares in Q4 2019, an estimated $11K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree US High Dividend Fund in Q3 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree US High Dividend Fund position peaked at $11K in Q3 2019.
  • 173 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.