Mariner Independent Advisor Network’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.71M	Buy	49,967 +4,024	+9%	+$240K	0.12%	186
2022 Q2	$2.69M	Buy	45,943 +1,990	+5%	+$123K	0.11%	188
2022 Q1	$2.84M	Buy	43,953 +29,096	+196%	+$1.85M	0.11%	191
2021 Q4	$965K	Sell	14,857 -27,987	-65%	-$1.74M	0.05%	333
2021 Q3	$2.52M	Buy	42,844 +1,696	+4%	+$103K	0.12%	189
2021 Q2	$2.44M	Buy	41,148 +2,690	+7%	+$158K	0.11%	211
2021 Q1	$2.17M	Buy	38,458 +488	+1%	+$26.4K	0.11%	185
2020 Q4	$1.99M	Buy	37,970 +902	+2%	+$45K	0.11%	200
2020 Q3	$1.74M	Buy	37,068 +1,802	+5%	+$84.8K	0.14%	162
2020 Q2	$1.59M	Buy	35,266 +2,496	+8%	+$109K	0.15%	162
2020 Q1	$1.23M	Sell	32,770 -2,798	-8%	-$136K	0.11%	183
2019 Q4	$1.88M	Buy	35,568 +1,522	+4%	+$77.4K	0.14%	169
2019 Q3	$1.66M	Buy	34,046 +1,212	+4%	+$59.1K	0.13%	183
2019 Q2	$1.6M	Buy	32,834 +806	+3%	+$38.6K	0.12%	182
2019 Q1	$1.53M	Buy	32,028 +114	+0.4%	+$5.22K	0.13%	172
2018 Q4	$1.4M	Sell	31,914 -2,534	-7%	-$115K	0.12%	180
2018 Q3	$1.65M	Buy	+34,448	New	+$1.63M	0.21%	108
2018 Q2	–	Sell	-20,436	Closed	-$910K	–	183
2018 Q1	$910K	Buy	+20,436	New	+$946K	0.06%	229
2017 Q4	–	Sell	-34,398	Closed	-$1.51M	–	284
2017 Q3	$1.51M	Sell	34,398 -918	-3%	-$39.5K	0.25%	76
2017 Q2	$1.5M	Sell	35,316 -28,256	-44%	-$1.2M	0.22%	110
2017 Q1	$1.48M	Buy	63,572 +43,338	+214%	+$1.8M	0.18%	78
2016 Q4	$822K	Buy	+20,234	New	+$796K	0.13%	109

Other funds holding DTD

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

MPW

MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its WisdomTree US Total Dividend Fund (DTD) stake by 8.8% in Q3 2022, buying an estimated $240K and bringing the position to 49,967 shares worth $2.71M. The position accounts for 0.12% of the portfolio, ranked #186.

Mariner Independent Advisor Network first reported a position in DTD in Q4 2016 and has held it in 22 quarters since. The position peaked at $2.84M in Q1 2022. 157 funds tracked by Wall St. Rank hold DTD as of Q3 2022.

Mariner Independent Advisor Network held 49,967 shares of WisdomTree US Total Dividend Fund worth $2.71M as of Q3 2022.
Mariner Independent Advisor Network bought 4,024 WisdomTree US Total Dividend Fund shares in Q3 2022, an estimated $240K.
WisdomTree US Total Dividend Fund made up 0.12% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #186 holding.
Mariner Independent Advisor Network first reported a position in WisdomTree US Total Dividend Fund in Q4 2016 and has held it in 22 quarters since.
Mariner Independent Advisor Network's WisdomTree US Total Dividend Fund position peaked at $2.84M in Q1 2022.
157 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2022.

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