Mariner Independent Advisor Network’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Mariner Independent Advisor Network’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$472K	Sell	18,335 -32,094	-64%	-$930K	0.02%	481
2022 Q2	$1.43M	Buy	+50,429	New	+$1.51M	0.06%	305

Other funds holding DES

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mariner Independent Advisor Network's DES Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 64% in Q3 2022, selling an estimated $930K and leaving 18,335 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #481.

Mariner Independent Advisor Network first reported a position in DES in Q2 2022 and has held it in 2 quarters since. The position peaked at $1.43M in Q2 2022. 284 funds tracked by Wall St. Rank hold DES as of Q3 2022.

Mariner Independent Advisor Network held 18,335 shares of WisdomTree US SmallCap Dividend Fund worth $472K as of Q3 2022.
Mariner Independent Advisor Network sold 32,094 WisdomTree US SmallCap Dividend Fund shares in Q3 2022, an estimated $930K.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #481 holding.
Mariner Independent Advisor Network first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and has held it in 2 quarters since.
Mariner Independent Advisor Network's WisdomTree US SmallCap Dividend Fund position peaked at $1.43M in Q2 2022.
284 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.