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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-51,739	Closed	-$1.97M	–	483
2021 Q3	$1.97M	Buy	51,739 +26,142	+102%	+$1.06M	0.1%	227
2021 Q2	$1.02M	Buy	+25,597	New	+$1.01M	0.05%	338

Other funds holding IQDG

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mariner Independent Advisor Network's IQDG Position: Q4 2021 in Review

Mariner Independent Advisor Network sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2021, closing a stake of 51,739 shares — an estimated $1.97M sold.

Mariner Independent Advisor Network first reported a position in IQDG in Q2 2021 and held it in 2 quarters. The position peaked at $1.97M in Q3 2021. 59 funds tracked by Wall St. Rank hold IQDG as of Q4 2021.

Mariner Independent Advisor Network reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 51,739 WisdomTree International Quality Dividend Growth Fund shares in Q4 2021, an estimated $1.97M.
Mariner Independent Advisor Network first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2021 and held it in 2 quarters.
Mariner Independent Advisor Network's WisdomTree International Quality Dividend Growth Fund position peaked at $1.97M in Q3 2021.
59 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2021, filed 16 Feb 2022.