PFS
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Prospera Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Prospera Financial Services’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,265
Closed -$237K – 1145
2024
Q1 		$237K Sell
7,265
-49,362
-87% -$1.54M 0.01% 989
2023
Q4 		$1.82M Buy
+56,627
New +$1.64M 0.06% 327
2022
Q3 		– Sell
-1,524
Closed -$43K – 1010
2022
Q2 		$43K Buy
+1,524
New +$45.7K ﹤0.01% 1058

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Prospera Financial Services's DES Position: Q2 2024 in Review

Prospera Financial Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2024, closing a stake of 7,265 shares — an estimated $237K sold.

Prospera Financial Services first reported a position in DES in Q2 2022 and held it in 3 quarters. The position peaked at $1.82M in Q4 2023. 325 funds tracked by Wall St. Rank hold DES as of Q2 2024.

  • Prospera Financial Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Prospera Financial Services sold 7,265 WisdomTree US SmallCap Dividend Fund shares in Q2 2024, an estimated $237K.
  • Prospera Financial Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and held it in 3 quarters.
  • Prospera Financial Services's WisdomTree US SmallCap Dividend Fund position peaked at $1.82M in Q4 2023.
  • 325 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.