Prospera Financial Services’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-576	Closed	-$26K	–	1030
2022 Q2	$26K	Sell	576 -462	-45%	-$23K	﹤0.01%	1159
2022 Q1	$55K	Buy	+1,038	New	+$55.3K	﹤0.01%	1332
2020 Q4	–	Sell	-462	Closed	-$21K	–	896
2020 Q3	$21K	Buy	+462	New	+$21.3K	0.01%	881

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

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

Prospera Financial Services sold out of WisdomTree International Equity Fund (DWM) in Q3 2022, closing a stake of 576 shares — an estimated $26K sold.

Prospera Financial Services first reported a position in DWM in Q3 2020 and held it in 3 quarters. The position peaked at $55K in Q1 2022. 121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

Prospera Financial Services reported no remaining WisdomTree International Equity Fund position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 576 WisdomTree International Equity Fund shares in Q3 2022, an estimated $26K.
Prospera Financial Services first reported a position in WisdomTree International Equity Fund in Q3 2020 and held it in 3 quarters.
Prospera Financial Services's WisdomTree International Equity Fund position peaked at $55K in Q1 2022.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

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