First Foundation Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,339
| Closed | -$498K | – | 446 |
|
|
2021
Q2 | $498K | Buy |
8,339
+828
| +11% | +$49.4K | 0.02% | 286 |
|
|
2021
Q1 | $430K | Sell |
7,511
-708
| -9% | -$40.5K | 0.02% | 289 |
|
|
2020
Q4 | $444K | Buy |
8,219
+1,233
| +18% | +$66.6K | 0.02% | 277 |
|
|
2020
Q3 | $346K | Buy |
6,986
+1,118
| +19% | +$55.4K | 0.02% | 273 |
|
|
2020
Q2 | $267K | Buy |
+5,868
| New | +$267K | 0.01% | 296 |
|