FFG RETIREMENT ADVISORS LLC DTD Holdings History
FFG RETIREMENT ADVISORS LLC's WisdomTree U.S. Total Dividend Fund Holding Summary
As of 2025-06-30, FFG RETIREMENT ADVISORS LLC held 78,314.00 shares of WisdomTree U.S. Total Dividend Fund(DTD), totaling $6.23 Mil. This investment constitutes 3.9% of their stock portfolio, and FFG RETIREMENT ADVISORS LLC now holds 0.45% of the outstanding WisdomTree U.S. Total Dividend Fund(DTD) stock.
The initial trade took place in 2022Q4. And since then FFG RETIREMENT ADVISORS LLC has made 2 purchases of DTD, at an average price of $62.20, for a total of 149,792.00 shares. In addition, there have been 8 sales at an average price of $64.72 for 71,478.00 shares. Based on historical transaction data and DTD's current price of $81.48, FFG RETIREMENT ADVISORS LLC's estimated gain on his DTD holdings is $1.69 Mil, reflecting a 18.14% gain to date.
FFG RETIREMENT ADVISORS LLC DTD ($81.48) Holding Chart
FFG RETIREMENT ADVISORS LLC DTD ($81.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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