Mariner
DEW icon

Mariner’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Mariner’s Portfolio DEW Stock Details DEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,709
Closed -$498K – 2927
2023
Q2 		$498K Buy
+10,709
New +$500K ﹤0.01% 1752

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mariner's DEW Position: Q3 2023 in Review

Mariner sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2023, closing a stake of 10,709 shares — an estimated $498K sold.

Mariner first reported a position in DEW in Q2 2023 and held it in 1 quarter. The position peaked at $498K in Q2 2023. 33 funds tracked by Wall St. Rank hold DEW as of Q3 2023.

  • Mariner reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Mariner sold 10,709 WisdomTree Global High Dividend Fund shares in Q3 2023, an estimated $498K.
  • Mariner first reported a position in WisdomTree Global High Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Mariner's WisdomTree Global High Dividend Fund position peaked at $498K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2023.

Based on Mariner's 13F filing for Q3 2023, filed 13 Nov 2023.