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

193

Shares Held

8.53M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.02M
Shares

$158 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$93 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$51.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$28.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.7 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aurora Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aurora Private Wealth, Inc. with notifications on news.