Aurora Private Wealth, Inc. Wisdomtree Tr U.S Total Divide Transaction History

Aurora Private Wealth, Inc.

$127 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$58.74 - $62.09 $78,711 - $83,200	-1,340 Reduced 24.64%	4,098 $254,000
Q1 2023 Apr 06, 2023	SELL	$58.06 - $63.3 $2,496 - $2,721	-43 Reduced 0.78%	5,438 $329,000
Q4 2022 Jan 13, 2023	BUY	$55.0 - $63.6 $2,200 - $2,544	40 Added 0.74%	5,481 $332,000
Q3 2022 Oct 12, 2022	BUY	$54.26 - $63.28 $2,170 - $2,531	40 Added 0.74%	5,441 $295,000
Q2 2022 Jul 21, 2022	SELL	$56.16 - $65.68 $68,290 - $79,866	-1,216 Reduced 18.38%	5,401 $313,000
Q1 2022 Apr 14, 2022	SELL	$61.31 - $65.53 $4,843 - $5,176	-79 Reduced 1.18%	6,617 $427,000
Q4 2021 Feb 02, 2022	BUY	$59.03 - $64.77 $198,635 - $217,951	3,365 Added 101.02%	6,696 $433,000
Q3 2021 Nov 08, 2021	BUY	$58.71 - $61.95 $195,563 - $206,355	3,331 New	3,331 $391,000
Q2 2021 Jul 13, 2021	SELL	$56.89 - $59.98 $250,828 - $264,451	-4,409 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$51.81 - $56.75 $1,036 - $1,135	20 Added 0.46%	4,409 $498,000
Q4 2020 Jan 15, 2021	SELL	$45.34 - $52.5 $3,853 - $4,462	-85 Reduced 1.9%	4,389 $460,000
Q3 2020 Oct 26, 2020	BUY	$44.65 - $49.39 $1,562 - $1,728	35 Added 0.79%	4,474 $420,000
Q2 2020 Jul 27, 2020	BUY	$37.48 - $48.65 $5,509 - $7,151	147 Added 3.42%	4,439 $400,000
Q1 2020 May 14, 2020	BUY	$33.65 - $53.81 $144,425 - $230,952	4,292 New	4,292 $336,000

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.02M
Shares

$154 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$90.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$50.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$27.4 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.1 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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