Mariner Independent Advisor Network’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.4M	Sell	94,819 -6,862	-7%	-$266K	0.15%	156
2022 Q2	$3.88M	Buy	101,681 +3,956	+4%	+$161K	0.16%	144
2022 Q1	$4.24M	Buy	97,725 +22,208	+29%	+$952K	0.16%	143
2021 Q4	$3.48M	Sell	75,517 -21,079	-22%	-$941K	0.16%	144
2021 Q3	$4.17M	Sell	96,596 -5,265	-5%	-$239K	0.2%	126
2021 Q2	$4.49M	Sell	101,861 -18,272	-15%	-$789K	0.2%	125
2021 Q1	$4.96M	Sell	120,133 -1,854	-2%	-$75.4K	0.26%	99
2020 Q4	$4.8M	Buy	121,987 +8,571	+8%	+$325K	0.26%	95
2020 Q3	$4.15M	Buy	113,416 +3,016	+3%	+$109K	0.34%	71
2020 Q2	$3.88M	Buy	110,400 +7,981	+8%	+$267K	0.36%	73
2020 Q1	$3.01M	Buy	102,419 +73,777	+258%	+$2.54M	0.27%	99
2019 Q4	$1.04M	Buy	28,642 +1,221	+4%	+$42.6K	0.08%	247
2019 Q3	$912K	Buy	+27,421	New	+$906K	0.07%	254

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 6.7% in Q3 2022, selling an estimated $266K and leaving 94,819 shares worth $3.4M. The position accounts for 0.15% of the portfolio, ranked #156.

Mariner Independent Advisor Network first reported a position in IHDG in Q3 2019 and has held it in 13 quarters since. The position peaked at $4.96M in Q1 2021. 141 funds tracked by Wall St. Rank hold IHDG as of Q3 2022.

Mariner Independent Advisor Network held 94,819 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.4M as of Q3 2022.
Mariner Independent Advisor Network sold 6,862 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2022, an estimated $266K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.15% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #156 holding.
Mariner Independent Advisor Network first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2019 and has held it in 13 quarters since.
Mariner Independent Advisor Network's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.96M in Q1 2021.
141 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2022.

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