Loring Wolcott & Coolidge Fiduciary Advisors LLP Wisdomtree Tr U.S Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	$72.3 - $77.34 $10,917 - $11,678	-151 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$73.41 - $74.68 $11,084 - $11,276	151 New	151 $11,000

Others Institutions Holding DHS

# of Institutions

223

Shares Held

5.72M

Call Options Held

Put Options Held

Cwm, LLC

911K
Shares

$85.3 Million
0.37% of portfolio
Wells Fargo & Company San Francisco, CA

427K
Shares

$40 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

393K
Shares

$36.9 Million
0.02% of portfolio
Linscomb & Williams, Inc. Houston, TX

357K
Shares

$33.4 Million
1.67% of portfolio
Cetera Investment Advisers Schaumburg, IL

350K
Shares

$32.8 Million
0.07% of portfolio

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About WISDOMTREE TR U.S

Ticker DHS
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