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Prospera Financial Services’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Prospera Financial Services’s Portfolio DNL Stock Details DNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,412
Closed -$140K – 1019
2022
Q2 		$140K Buy
4,412
+265
+6% +$9.45K 0.01% 816
2022
Q1 		$165K Buy
+4,147
New +$168K 0.01% 937

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Prospera Financial Services sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2022, closing a stake of 4,412 shares — an estimated $140K sold.

Prospera Financial Services first reported a position in DNL in Q1 2022 and held it in 2 quarters. The position peaked at $165K in Q1 2022. 80 funds tracked by Wall St. Rank hold DNL as of Q3 2022.

  • Prospera Financial Services reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 4,412 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2022, an estimated $140K.
  • Prospera Financial Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $165K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2022.

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