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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return