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Prospera Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Prospera Financial Services’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-75
Closed -$4K – 1839
2022
Q1 		$4K Buy
+75
New +$3.94K ﹤0.01% 2307
2020
Q4 		– Sell
-931
Closed -$38K – 872
2020
Q3 		$38K Buy
+931
New +$39K 0.01% 703

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Prospera Financial Services's DGS Position: Q2 2022 in Review

Prospera Financial Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2022, closing a stake of 75 shares — an estimated $4K sold.

Prospera Financial Services first reported a position in DGS in Q3 2020 and held it in 2 quarters. The position peaked at $38K in Q3 2020. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

  • Prospera Financial Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 75 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2022, an estimated $4K.
  • Prospera Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $38K in Q3 2020.
  • 186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.