Mariner Independent Advisor Network’s WisdomTree US High Dividend Fund DHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.18M	Sell	28,741 -6,247	-18%	-$518K	0.09%	217
2022 Q2	$2.88M	Buy	34,988 +6,939	+25%	+$605K	0.12%	180
2022 Q1	$2.47M	Buy	28,049 +15,011	+115%	+$1.28M	0.09%	216
2021 Q4	$1.08M	Sell	13,038 -10,013	-43%	-$796K	0.05%	319
2021 Q3	$1.77M	Buy	23,051 +1,104	+5%	+$87.4K	0.09%	247
2021 Q2	$1.72M	Buy	21,947 +2,275	+12%	+$180K	0.08%	264
2021 Q1	$1.5M	Buy	19,672 +498	+3%	+$35.9K	0.08%	252
2020 Q4	$1.33M	Sell	19,174 -607	-3%	-$40.5K	0.07%	256
2020 Q3	$1.24M	Sell	19,781 -1,225	-6%	-$77.9K	0.1%	191
2020 Q2	$1.31M	Buy	21,006 +121	+0.6%	+$7.44K	0.12%	186
2020 Q1	$1.13M	Sell	20,885 -2,200	-10%	-$154K	0.1%	196
2019 Q4	$1.77M	Buy	23,085 +1,451	+7%	+$109K	0.13%	183
2019 Q3	$1.59M	Buy	21,634 +1,144	+6%	+$83.4K	0.12%	188
2019 Q2	$1.49M	Buy	20,490 +750	+4%	+$54.2K	0.11%	192
2019 Q1	$1.44M	Sell	19,740 -475	-2%	-$33.4K	0.12%	186
2018 Q4	$1.38M	Buy	20,215 +1,150	+6%	+$80.1K	0.12%	181
2018 Q3	$1.37M	Buy	+19,065	New	+$1.37M	0.17%	124

Other funds holding DHS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

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

Mariner Independent Advisor Network reduced its WisdomTree US High Dividend Fund (DHS) stake by 18% in Q3 2022, selling an estimated $518K and leaving 28,741 shares worth $2.18M. The position accounts for 0.09% of the portfolio, ranked #217.

Mariner Independent Advisor Network first reported a position in DHS in Q3 2018 and has held it in 17 quarters since. The position peaked at $2.88M in Q2 2022. 175 funds tracked by Wall St. Rank hold DHS as of Q3 2022.

Mariner Independent Advisor Network held 28,741 shares of WisdomTree US High Dividend Fund worth $2.18M as of Q3 2022.
Mariner Independent Advisor Network sold 6,247 WisdomTree US High Dividend Fund shares in Q3 2022, an estimated $518K.
WisdomTree US High Dividend Fund made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #217 holding.
Mariner Independent Advisor Network first reported a position in WisdomTree US High Dividend Fund in Q3 2018 and has held it in 17 quarters since.
Mariner Independent Advisor Network's WisdomTree US High Dividend Fund position peaked at $2.88M in Q2 2022.
175 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2022.

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