First Foundation Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

First Foundation Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,339	Closed	-$498K	–	446
2021 Q2	$498K	Buy	8,339 +828	+11%	+$48.9K	0.02%	286
2021 Q1	$430K	Sell	7,511 -708	-9%	-$38.8K	0.02%	289
2020 Q4	$444K	Buy	8,219 +1,233	+18%	+$63.8K	0.02%	277
2020 Q3	$346K	Buy	6,986 +1,118	+19%	+$54.3K	0.02%	273
2020 Q2	$267K	Buy	+5,868	New	+$254K	0.01%	296

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

First Foundation Advisors's DGRW Position: Q3 2021 in Review

First Foundation Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2021, closing a stake of 8,339 shares — an estimated $498K sold.

First Foundation Advisors first reported a position in DGRW in Q2 2020 and held it in 5 quarters. The position peaked at $498K in Q2 2021. 322 funds tracked by Wall St. Rank hold DGRW as of Q3 2021.

First Foundation Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
First Foundation Advisors sold 8,339 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2021, an estimated $498K.
First Foundation Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and held it in 5 quarters.
First Foundation Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $498K in Q2 2021.
322 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2021.

Based on First Foundation Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.