Loring Wolcott & Coolidge Fiduciary Advisors LLP Wisdomtree Tr Intl Largecap Di Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	$44.62 - $49.28 $66,930 - $73,920	-1,500 Closed	0 $0
Q3 2018 Oct 31, 2018	BUY	N/A	1,500 New	1,500 $72,000

Others Institutions Holding DOL

# of Institutions

105

Shares Held

8.76M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

2.67M
Shares

$167 Million
0.14% of portfolio
Morgan Stanley New York, NY

872K
Shares

$54.4 Million
0.0% of portfolio
Huntington National Bank Columbus, OH

811K
Shares

$50.6 Million
0.33% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$22.6 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

360K
Shares

$22.5 Million
0.0% of portfolio

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About WISDOMTREE TR INTL LARGECAP DI

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