Mariner Independent Advisor Network’s WisdomTree International High Dividend Fund DTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.54M	Sell	116,840 -35,408	-23%	-$1.19M	0.15%	150
2022 Q2	$5.21M	Buy	152,248 +16,850	+12%	+$640K	0.22%	112
2022 Q1	$5.41M	Buy	+135,398	New	+$5.37M	0.21%	121

Other funds holding DTH

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

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

CCA

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its WisdomTree International High Dividend Fund (DTH) stake by 23% in Q3 2022, selling an estimated $1.19M and leaving 116,840 shares worth $3.54M. The position accounts for 0.15% of the portfolio, ranked #150.

Mariner Independent Advisor Network first reported a position in DTH in Q1 2022 and has held it in 3 quarters since. The position peaked at $5.41M in Q1 2022. 63 funds tracked by Wall St. Rank hold DTH as of Q3 2022.

Mariner Independent Advisor Network held 116,840 shares of WisdomTree International High Dividend Fund worth $3.54M as of Q3 2022.
Mariner Independent Advisor Network sold 35,408 WisdomTree International High Dividend Fund shares in Q3 2022, an estimated $1.19M.
WisdomTree International High Dividend Fund made up 0.15% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #150 holding.
Mariner Independent Advisor Network first reported a position in WisdomTree International High Dividend Fund in Q1 2022 and has held it in 3 quarters since.
Mariner Independent Advisor Network's WisdomTree International High Dividend Fund position peaked at $5.41M in Q1 2022.
63 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q3 2022.

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