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Aurora Private Wealth’s WisdomTree US High Dividend Fund DHS Stock Holding History

Aurora Private Wealth’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,960
Closed -$227K – 247
2019
Q4 		$227K Buy
+2,960
New +$223K 0.08% 175

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aurora Private Wealth's DHS Position: Q1 2020 in Review

Aurora Private Wealth sold out of WisdomTree US High Dividend Fund (DHS) in Q1 2020, closing a stake of 2,960 shares — an estimated $227K sold.

Aurora Private Wealth first reported a position in DHS in Q4 2019 and held it in 1 quarter. The position peaked at $227K in Q4 2019. 151 funds tracked by Wall St. Rank hold DHS as of Q1 2020.

  • Aurora Private Wealth reported no remaining WisdomTree US High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Aurora Private Wealth sold 2,960 WisdomTree US High Dividend Fund shares in Q1 2020, an estimated $227K.
  • Aurora Private Wealth first reported a position in WisdomTree US High Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Aurora Private Wealth's WisdomTree US High Dividend Fund position peaked at $227K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q1 2020.

Based on Aurora Private Wealth's 13F filing for Q1 2020, filed 14 May 2020.