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Mariner Wealth Advisors (NYC)’s WisdomTree International High Dividend Fund DTH Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$155K Buy
+3,593
New +$156K 0.07% 74

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Bank of America
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s DTH Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in WisdomTree International High Dividend Fund (DTH) in Q1 2015: 3,593 shares worth $155K. The stake represents 0.07% of the portfolio and ranks #74 among its holdings.

50 funds tracked by Wall St. Rank hold DTH as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 3,593 shares of WisdomTree International High Dividend Fund worth $155K as of Q1 2015.
  • WisdomTree International High Dividend Fund was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • WisdomTree International High Dividend Fund made up 0.07% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #74 holding.
  • 50 funds tracked by Wall St. Rank held WisdomTree International High Dividend Fund as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.