Prospera Financial Services’s WisdomTree WT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$504K	Buy	+24,319	New	+$534K	0.01%	1064

Other funds holding WT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Prospera Financial Services's WT Position: Q3 2026 in Review

Prospera Financial Services opened a new position in WisdomTree (WT) in Q3 2026: 24,319 shares worth $504K. The stake represents 0.01% of the portfolio and ranks #1064 among its holdings.

136 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Prospera Financial Services held 24,319 shares of WisdomTree worth $504K as of Q3 2026.
WisdomTree was a new Prospera Financial Services position in Q3 2026.
WisdomTree made up 0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1064 holding.
136 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.