Prospera Financial Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-685	Closed	-$38K	–	1014
2022 Q2	$38K	Hold	685	–	–	﹤0.01%	1086
2022 Q1	$44K	Buy	+685	New	+$44.7K	﹤0.01%	1426
2020 Q4	–	Sell	-295	Closed	-$17K	–	876
2020 Q3	$17K	Buy	+295	New	+$16.6K	0.01%	940

Other funds holding DIM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Prospera Financial Services sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2022, closing a stake of 685 shares — an estimated $38K sold.

Prospera Financial Services first reported a position in DIM in Q3 2020 and held it in 3 quarters. The position peaked at $44K in Q1 2022. 43 funds tracked by Wall St. Rank hold DIM as of Q3 2022.

Prospera Financial Services reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 685 WisdomTree International MidCap Dividend Fund shares in Q3 2022, an estimated $38K.
Prospera Financial Services first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2020 and held it in 3 quarters.
Prospera Financial Services's WisdomTree International MidCap Dividend Fund position peaked at $44K in Q1 2022.
43 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2022.

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