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Mariner Independent Advisor Network’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Mariner Independent Advisor Network’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$11.4M Buy
210,971
+685
+0.3% +$40.5K 0.49% 48
2022
Q2 		$12.3M Buy
210,286
+19,310
+10% +$1.17M 0.52% 41
2022
Q1 		$12.1M Buy
190,976
+103,608
+119% +$6.54M 0.47% 50
2021
Q4 		$5.75M Sell
87,368
-122,304
-58% -$7.68M 0.27% 89
2021
Q3 		$12.3M Sell
209,672
-8,242
-4% -$505K 0.6% 28
2021
Q2 		$13M Sell
217,914
-33,587
-13% -$1.98M 0.59% 29
2021
Q1 		$14.4M Buy
251,501
+15,207
+6% +$834K 0.75% 26
2020
Q4 		$12.8M Buy
236,294
+3,342
+1% +$173K 0.68% 28
2020
Q3 		$11.5M Sell
232,952
-2,724
-1% -$132K 0.96% 15
2020
Q2 		$10.8M Buy
235,676
+15,427
+7% +$668K 0.99% 15
2020
Q1 		$8.25M Buy
220,249
+24,880
+13% +$1.13M 0.75% 28
2019
Q4 		$9.47M Buy
195,369
+30,322
+18% +$1.41M 0.68% 31
2019
Q3 		$7.34M Buy
165,047
+32,074
+24% +$1.42M 0.56% 42
2019
Q2 		$5.83M Buy
132,973
+46,633
+54% +$2.02M 0.44% 54
2019
Q1 		$3.75M Buy
86,340
+3,313
+4% +$137K 0.32% 80
2018
Q4 		$3.27M Buy
+83,027
New +$3.43M 0.29% 87
2018
Q2 		– Sell
-67,535
Closed -$2.73M – 179
2018
Q1 		$2.73M Buy
67,535
+4,793
+8% +$201K 0.17% 114
2017
Q4 		$2.66M Sell
62,742
-15,979
-20% -$638K 0.28% 89
2017
Q3 		$3M Buy
78,721
+9,702
+14% +$362K 0.49% 54
2017
Q2 		$2.54M Buy
+69,019
New +$2.5M 0.36% 77

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.33% in Q3 2022, buying an estimated $40.5K and bringing the position to 210,971 shares worth $11.4M. The position accounts for 0.49% of the portfolio, ranked #48.

Mariner Independent Advisor Network first reported a position in DGRW in Q2 2017 and has held it in 20 quarters since. The position peaked at $14.4M in Q1 2021. 395 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

  • Mariner Independent Advisor Network held 210,971 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11.4M as of Q3 2022.
  • Mariner Independent Advisor Network bought 685 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $40.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.49% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #48 holding.
  • Mariner Independent Advisor Network first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2017 and has held it in 20 quarters since.
  • Mariner Independent Advisor Network's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $14.4M in Q1 2021.
  • 395 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

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