Loring Wolcott & Coolidge Fiduciary Advisors LLP Wisdomtree Tr Us Quality Divid Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,820 shares of DGRW stock, worth $162,453. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,820

Previous 1,820 -0.0%

Holding current value

$162,453

Previous $145,000 4.83%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$69.56 - $76.3 $47,300 - $51,884	-680 Reduced 27.2%	1,820 $138,000
Q4 2021 Feb 14, 2022	SELL	$58.98 - $66.05 $5,662 - $6,340	-96 Reduced 3.7%	2,500 $165,000
Q2 2021 Aug 13, 2021	BUY	$57.5 - $60.08 $149,270 - $155,967	2,596 New	2,596 $155,000
Q1 2021 Apr 14, 2021	SELL	$53.02 - $57.54 $132,550 - $143,850	-2,500 Closed	0 $0
Q1 2020 Apr 15, 2020	SELL	$33.65 - $49.64 $16,825 - $24,820	-500 Reduced 16.67%	2,500 $97,000
Q3 2018 Oct 31, 2018	BUY	N/A	3,000 New	3,000 $133,000

Others Institutions Holding DGRW

# of Institutions

796

Shares Held

153M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account

Loring Wolcott & Coolidge Fiduciary Advisors LLP Wisdomtree Tr Us Quality Divid Transaction History