Prospera Financial Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Prospera Financial Services’s Portfolio DFE Stock Details DFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,372	Closed	-$1.06M	–	1324
2025 Q1	$1.06M	Buy	+17,372	New	+$1.03M	0.02%	549
2022 Q2	–	Sell	-305	Closed	-$20K	–	1836
2022 Q1	$20K	Buy	+305	New	+$21K	﹤0.01%	1732
2020 Q4	–	Sell	-305	Closed	-$16K	–	868
2020 Q3	$16K	Buy	+305	New	+$16.2K	0.01%	962

Other funds holding DFE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VFO

Virtus Family Office El Paso, Texas $117M AUM 20.51% 1-Year Est. Return

Prospera Financial Services's DFE Position: Q2 2025 in Review

Prospera Financial Services sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2025, closing a stake of 17,372 shares — an estimated $1.06M sold.

Prospera Financial Services first reported a position in DFE in Q3 2020 and held it in 3 quarters. The position peaked at $1.06M in Q1 2025. 66 funds tracked by Wall St. Rank hold DFE as of Q2 2025.

Prospera Financial Services reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Prospera Financial Services sold 17,372 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2025, an estimated $1.06M.
Prospera Financial Services first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q3 2020 and held it in 3 quarters.
Prospera Financial Services's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.06M in Q1 2025.
66 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.