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Mariner Independent Advisor Network’s WisdomTree International Equity Fund DWM Stock Holding History

Mariner Independent Advisor Network’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$750K Buy
+18,688
New +$837K 0.03% 421

Other funds holding DWM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

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

Mariner Independent Advisor Network opened a new position in WisdomTree International Equity Fund (DWM) in Q3 2022: 18,688 shares worth $750K. The stake represents 0.03% of the portfolio and ranks #421 among its holdings.

121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

  • Mariner Independent Advisor Network held 18,688 shares of WisdomTree International Equity Fund worth $750K as of Q3 2022.
  • WisdomTree International Equity Fund was a new Mariner Independent Advisor Network position in Q3 2022.
  • WisdomTree International Equity Fund made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #421 holding.
  • 121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

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