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Aurora Private Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Aurora Private Wealth’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,098
Closed -$254K – 136
2023
Q2 		$254K Sell
4,098
-1,340
-25% -$81.1K 0.29% 100
2023
Q1 		$329K Sell
5,438
-43
-0.8% -$2.63K 0.35% 88
2022
Q4 		$332K Buy
5,481
+40
+0.7% +$2.4K 0.38% 79
2022
Q3 		$295K Buy
5,441
+40
+0.7% +$2.38K 0.14% 115
2022
Q2 		$313K Sell
5,401
-1,216
-18% -$75K 0.14% 113
2022
Q1 		$427K Sell
6,617
-79
-1% -$5.03K 0.18% 105
2021
Q4 		$433K Buy
6,696
+34
+0.5% +$2.12K 0.19% 97
2021
Q3 		$391K Buy
+6,662
New +$403K 0.16% 127
2021
Q2 		– Sell
-8,818
Closed -$498K – 209
2021
Q1 		$498K Buy
8,818
+40
+0.5% +$2.17K 0.21% 102
2020
Q4 		$460K Sell
8,778
-170
-2% -$8.47K 0.19% 112
2020
Q3 		$420K Buy
8,948
+70
+0.8% +$3.29K 0.18% 105
2020
Q2 		$400K Buy
8,878
+294
+3% +$12.8K 0.18% 102
2020
Q1 		$336K Buy
+8,584
New +$416K 0.12% 163

Other funds holding DTD

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Aurora Private Wealth's DTD Position: Q3 2023 in Review

Aurora Private Wealth sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2023, closing a stake of 4,098 shares — an estimated $254K sold.

Aurora Private Wealth first reported a position in DTD in Q1 2020 and held it in 13 quarters. The position peaked at $498K in Q1 2021. 174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

  • Aurora Private Wealth reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Aurora Private Wealth sold 4,098 WisdomTree US Total Dividend Fund shares in Q3 2023, an estimated $254K.
  • Aurora Private Wealth first reported a position in WisdomTree US Total Dividend Fund in Q1 2020 and held it in 13 quarters.
  • Aurora Private Wealth's WisdomTree US Total Dividend Fund position peaked at $498K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

Based on Aurora Private Wealth's 13F filing for Q3 2023, filed 18 Oct 2023.