Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-950
| Closed | -$65K | – | 409 |
|
|
2020
Q4 | $65K | Hold |
950
| – | – | ﹤0.01% | 399 |
|
|
2020
Q3 | $57K | Hold |
950
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $53K | Hold |
950
| – | – | ﹤0.01% | 374 |
|
|
2020
Q1 | $46K | Hold |
950
| – | – | ﹤0.01% | 384 |
|
|
2019
Q4 | $68K | Hold |
950
| – | – | ﹤0.01% | 388 |
|
|
2019
Q3 | $60K | Hold |
950
| – | – | ﹤0.01% | 388 |
|
|
2019
Q2 | $62K | Hold |
950
| – | – | ﹤0.01% | 384 |
|
|
2019
Q1 | $63K | Hold |
950
| – | – | ﹤0.01% | 375 |
|
|
2018
Q4 | $57K | Hold |
950
| – | – | ﹤0.01% | 390 |
|
|
2018
Q3 | $68K | Hold |
950
| – | – | ﹤0.01% | 394 |
|
|
2018
Q2 | $68K | Buy |
+950
| New | +$68K | ﹤0.01% | 395 |
|