First Foundation Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$344K | 0.02% | 207 |
|