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Prospera Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Prospera Financial Services’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-330
Closed -$21K – 1858
2022
Q1 		$21K Buy
+330
New +$21K ﹤0.01% 1710

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Prospera Financial Services sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2022, closing a stake of 330 shares — an estimated $21K sold.

Prospera Financial Services first reported a position in DTD in Q1 2022 and held it in 1 quarter. The position peaked at $21K in Q1 2022. 165 funds tracked by Wall St. Rank hold DTD as of Q2 2022.

  • Prospera Financial Services reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 330 WisdomTree US Total Dividend Fund shares in Q2 2022, an estimated $21K.
  • Prospera Financial Services first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's WisdomTree US Total Dividend Fund position peaked at $21K in Q1 2022.
  • 165 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2022.

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