First Foundation Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,600	Closed	-$390K	–	324
2016 Q4	$390K	Hold	9,600	–	–	0.03%	232
2016 Q3	$375K	Hold	9,600	–	–	0.03%	223
2016 Q2	$368K	Hold	9,600	–	–	0.03%	224
2016 Q1	$356K	Hold	9,600	–	–	0.03%	210
2015 Q4	$344K	Buy	+9,600	New	+$346K	0.02%	207

Other funds holding DTD

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

First Foundation Advisors's DTD Position: Q1 2017 in Review

First Foundation Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2017, closing a stake of 9,600 shares — an estimated $390K sold.

First Foundation Advisors first reported a position in DTD in Q4 2015 and held it in 5 quarters. The position peaked at $390K in Q4 2016. 86 funds tracked by Wall St. Rank hold DTD as of Q1 2017.

First Foundation Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2017 after selling out during the quarter.
First Foundation Advisors sold 9,600 WisdomTree US Total Dividend Fund shares in Q1 2017, an estimated $390K.
First Foundation Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2015 and held it in 5 quarters.
First Foundation Advisors's WisdomTree US Total Dividend Fund position peaked at $390K in Q4 2016.
86 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2017.

Based on First Foundation Advisors's 13F filing for Q1 2017, filed 5 May 2017.