Prospera Financial Services’s WisdomTree US High Dividend Fund DHS Stock Holding History

Prospera Financial Services’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
2022 Q3	–	Sell	-270	Closed	-$22K	–	1013
2022 Q2	$22K	Hold	270	–	–	﹤0.01%	1186
2022 Q1	$24K	Buy	+270	New	+$23.1K	﹤0.01%	1659
2020 Q4	–	Sell	-270	Closed	-$17K	–	875
2020 Q3	$17K	Buy	+270	New	+$17.2K	0.01%	939
2017 Q2	–	Sell	-5,317	Closed	-$364K	–	432
2017 Q1	$364K	Sell	5,317 -2,885	-35%	-$196K	0.07%	237
2016 Q4	$552K	Buy	8,202 +3,105	+61%	+$204K	0.11%	168
2016 Q3	$339K	Sell	5,097 -580	-10%	-$38.9K	0.07%	237
2016 Q2	$379K	Buy	5,677 +780	+16%	+$50K	0.08%	214
2016 Q1	$310K	Buy	+4,897	New	+$290K	0.07%	211

Other funds holding DHS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prospera Financial Services's DHS Position: Q3 2022 in Review

Prospera Financial Services sold out of WisdomTree US High Dividend Fund (DHS) in Q3 2022, closing a stake of 270 shares — an estimated $22K sold.

Prospera Financial Services first reported a position in DHS in Q1 2016 and held it in 8 quarters. The position peaked at $552K in Q4 2016. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

Prospera Financial Services reported no remaining WisdomTree US High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 270 WisdomTree US High Dividend Fund shares in Q3 2022, an estimated $22K.
Prospera Financial Services first reported a position in WisdomTree US High Dividend Fund in Q1 2016 and held it in 8 quarters.
Prospera Financial Services's WisdomTree US High Dividend Fund position peaked at $552K in Q4 2016.
175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.