MIAN
Mariner Independent Advisor Network’s WisdomTree US High Dividend Fund DHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.18M | Sell |
28,741
-6,247
| -18% | -$474K | 0.09% | 217 |
|
|
2022
Q2 | $2.89M | Buy |
34,988
+6,939
| +25% | +$572K | 0.12% | 180 |
|
|
2022
Q1 | $2.47M | Buy |
28,049
+15,011
| +115% | +$1.32M | 0.09% | 216 |
|
|
2021
Q4 | $1.08M | Sell |
13,038
-10,013
| -43% | -$831K | 0.05% | 319 |
|
|
2021
Q3 | $1.77M | Buy |
23,051
+1,104
| +5% | +$85K | 0.09% | 247 |
|
|
2021
Q2 | $1.72M | Buy |
21,947
+2,275
| +12% | +$178K | 0.08% | 264 |
|
|
2021
Q1 | $1.5M | Buy |
19,672
+498
| +3% | +$38K | 0.08% | 252 |
|
|
2020
Q4 | $1.33M | Sell |
19,174
-607
| -3% | -$42.1K | 0.07% | 256 |
|
|
2020
Q3 | $1.24M | Sell |
19,781
-1,225
| -6% | -$76.5K | 0.1% | 191 |
|
|
2020
Q2 | $1.31M | Buy |
21,006
+121
| +0.6% | +$7.56K | 0.12% | 186 |
|
|
2020
Q1 | $1.13M | Sell |
20,885
-2,200
| -10% | -$119K | 0.1% | 196 |
|
|
2019
Q4 | $1.77M | Buy |
23,085
+1,451
| +7% | +$111K | 0.13% | 183 |
|
|
2019
Q3 | $1.59M | Buy |
21,634
+1,144
| +6% | +$84.1K | 0.12% | 188 |
|
|
2019
Q2 | $1.49M | Buy |
20,490
+750
| +4% | +$54.6K | 0.11% | 192 |
|
|
2019
Q1 | $1.44M | Sell |
19,740
-475
| -2% | -$34.6K | 0.12% | 186 |
|
|
2018
Q4 | $1.38M | Buy |
20,215
+1,150
| +6% | +$78.2K | 0.12% | 181 |
|
|
2018
Q3 | $1.37M | Buy |
+19,065
| New | +$1.37M | 0.17% | 124 |
|