Mariner
DTD icon

Mariner’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Mariner’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34M Buy
25,140
+311
+1% +$28.4K ﹤0.01% 1394
2026
Q1 		$2.14M Sell
24,829
-73
-0.3% -$6.41K ﹤0.01% 1489
2025
Q4 		$2.11M Sell
24,902
-39
-0.2% -$3.29K ﹤0.01% 1468
2025
Q3 		$2.1M Buy
24,941
+840
+3% +$68.8K ﹤0.01% 1400
2025
Q2 		$1.92M Buy
24,101
+3,101
+15% +$235K ﹤0.01% 1361
2025
Q1 		$1.62M Buy
21,000
+7,315
+53% +$568K ﹤0.01% 1356
2024
Q4 		$1.04M Sell
13,685
-210
-2% -$16.4K ﹤0.01% 1618
2024
Q3 		$1.07M Buy
13,895
+1,171
+9% +$86.2K ﹤0.01% 1554
2024
Q2 		$901K Hold
12,724
– – ﹤0.01% 1585
2024
Q1 		$900K Sell
12,724
-51,451
-80% -$3.46M ﹤0.01% 1580
2023
Q4 		$4.2M Buy
64,175
+1,497
+2% +$92.1K 0.01% 748
2023
Q3 		$3.77M Buy
62,678
+713
+1% +$44.5K 0.01% 739
2023
Q2 		$3.85M Buy
61,965
+5,253
+9% +$318K 0.01% 734
2023
Q1 		$3.44M Sell
56,712
-3,582
-6% -$219K 0.01% 749
2022
Q4 		$3.66M Buy
60,294
+48,442
+409% +$2.91M 0.01% 715
2022
Q3 		$643K Buy
11,852
+1,500
+14% +$89.3K ﹤0.01% 1277
2022
Q2 		$600K Sell
10,352
-1,466
-12% -$90.4K ﹤0.01% 1063
2022
Q1 		$763K Hold
11,818
– – ﹤0.01% 1012
2021
Q4 		$765K Buy
+11,818
New +$736K ﹤0.01% 900

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Mariner's DTD Position: Q2 2026 in Review

Mariner increased its WisdomTree US Total Dividend Fund (DTD) stake by 1.3% in Q2 2026, buying an estimated $28.4K and bringing the position to 25,140 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Mariner first reported a position in DTD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.2M in Q4 2023. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Mariner held 25,140 shares of WisdomTree US Total Dividend Fund worth $2.34M as of Q2 2026.
  • Mariner bought 311 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $28.4K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1394 holding.
  • Mariner first reported a position in WisdomTree US Total Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Mariner's WisdomTree US Total Dividend Fund position peaked at $4.2M in Q4 2023.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.