Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,900	Closed	-$89K	–	600
2020 Q1	$89K	Hold	1,900	–	–	﹤0.01%	307
2019 Q4	$125K	Hold	1,900	–	–	﹤0.01%	321
2019 Q3	$115K	Hold	1,900	–	–	﹤0.01%	324
2019 Q2	$118K	Hold	1,900	–	–	﹤0.01%	323
2019 Q1	$118K	Buy	+1,900	New	+$116K	﹤0.01%	308

Other funds holding DIM

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DIM Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2020, closing a stake of 1,900 shares — an estimated $89K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DIM in Q1 2019 and held it in 5 quarters. The position peaked at $125K in Q4 2019. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,900 WisdomTree International MidCap Dividend Fund shares in Q2 2020, an estimated $89K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2019 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree International MidCap Dividend Fund position peaked at $125K in Q4 2019.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.