Mariner Independent Advisor Network’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.45M	Sell	38,419 -14,711	-28%	-$606K	0.06%	310
2022 Q2	$2.1M	Buy	53,130 +528	+1%	+$22.3K	0.09%	236
2022 Q1	$2.33M	Buy	52,602 +2,068	+4%	+$90.4K	0.09%	228
2021 Q4	$2.25M	Buy	50,534 +4,219	+9%	+$184K	0.11%	204
2021 Q3	$1.92M	Buy	46,315 +695	+2%	+$29.2K	0.09%	231
2021 Q2	$1.91M	Sell	45,620 -158	-0.3%	-$6.69K	0.09%	243
2021 Q1	$1.85M	Buy	45,778 +591	+1%	+$22.5K	0.1%	216
2020 Q4	$1.57M	Buy	45,187 +1,689	+4%	+$54.9K	0.08%	239
2020 Q3	$1.26M	Buy	43,498 +962	+2%	+$28.3K	0.1%	190
2020 Q2	$1.2M	Sell	42,536 -1,940	-4%	-$52.4K	0.11%	196
2020 Q1	$1.01M	Buy	44,476 +96	+0.2%	+$3.23K	0.09%	212
2019 Q4	$1.69M	Buy	44,380 +786	+2%	+$29.1K	0.12%	188
2019 Q3	$1.56M	Buy	43,594 +89	+0.2%	+$3.18K	0.12%	191
2019 Q2	$1.57M	Buy	43,505 +4,773	+12%	+$171K	0.12%	185
2019 Q1	$1.4M	Sell	38,732 -1,143	-3%	-$39.9K	0.12%	189
2018 Q4	$1.33M	Buy	39,875 +2,038	+5%	+$69.9K	0.12%	186
2018 Q3	$1.39M	Buy	+37,837	New	+$1.39M	0.17%	122
2018 Q2	–	Sell	-33,243	Closed	-$1.13M	–	181
2018 Q1	$1.13M	Buy	33,243 +1,063	+3%	+$37.1K	0.07%	203
2017 Q4	$1.14M	Sell	32,180 -4,933	-13%	-$169K	0.12%	172
2017 Q3	$1.24M	Sell	37,113 -30	-0.1%	-$979	0.2%	88
2017 Q2	$1.21M	Buy	+37,143	New	+$1.2M	0.17%	128

Other funds holding DON

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 $2.31B AUM 28.23% 1-Year Est. Return

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

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

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

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 28% in Q3 2022, selling an estimated $606K and leaving 38,419 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #310.

Mariner Independent Advisor Network first reported a position in DON in Q2 2017 and has held it in 21 quarters since. The position peaked at $2.33M in Q1 2022. 341 funds tracked by Wall St. Rank hold DON as of Q3 2022.

Mariner Independent Advisor Network held 38,419 shares of WisdomTree US MidCap Dividend Fund worth $1.45M as of Q3 2022.
Mariner Independent Advisor Network sold 14,711 WisdomTree US MidCap Dividend Fund shares in Q3 2022, an estimated $606K.
WisdomTree US MidCap Dividend Fund made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #310 holding.
Mariner Independent Advisor Network first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2017 and has held it in 21 quarters since.
Mariner Independent Advisor Network's WisdomTree US MidCap Dividend Fund position peaked at $2.33M in Q1 2022.
341 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2022.

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