Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$72.3K	﹤0.01%	395

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DLS Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2021, closing a stake of 950 shares — an estimated $65K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DLS in Q2 2018 and held it in 11 quarters. The position peaked at $68K in Q4 2019. 193 funds tracked by Wall St. Rank hold DLS as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 950 WisdomTree International SmallCap Dividend Fund shares in Q1 2021, an estimated $65K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2018 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $68K in Q4 2019.
193 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.