Mariner
DWM icon

Mariner’s WisdomTree International Equity Fund DWM Stock Holding History

Mariner’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,314
Closed -$930K – 3317
2024
Q2 		$930K Sell
17,314
-601
-3% -$32.9K ﹤0.01% 1554
2024
Q1 		$982K Sell
17,915
-444
-2% -$23.5K ﹤0.01% 1508
2023
Q4 		$964K Buy
18,359
+362
+2% +$17.9K ﹤0.01% 1456
2023
Q3 		$870K Sell
17,997
-1,332
-7% -$66.6K ﹤0.01% 1397
2023
Q2 		$967K Sell
19,329
-136
-0.7% -$6.87K ﹤0.01% 1335
2023
Q1 		$968K Sell
19,465
-793
-4% -$39.3K ﹤0.01% 1287
2022
Q4 		$953K Buy
+20,258
New +$905K ﹤0.01% 1269
2016
Q4 		– Sell
-2,799
Closed -$132K – 608
2016
Q3 		$132K Buy
+2,799
New +$130K 0.01% 590

Other funds holding DWM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Mariner's DWM Position: Q3 2024 in Review

Mariner sold out of WisdomTree International Equity Fund (DWM) in Q3 2024, closing a stake of 17,314 shares — an estimated $930K sold.

Mariner first reported a position in DWM in Q3 2016 and held it in 8 quarters. The position peaked at $982K in Q1 2024. 115 funds tracked by Wall St. Rank hold DWM as of Q3 2024.

  • Mariner reported no remaining WisdomTree International Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Mariner sold 17,314 WisdomTree International Equity Fund shares in Q3 2024, an estimated $930K.
  • Mariner first reported a position in WisdomTree International Equity Fund in Q3 2016 and held it in 8 quarters.
  • Mariner's WisdomTree International Equity Fund position peaked at $982K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2024.

Based on Mariner's 13F filing for Q3 2024, filed 13 Nov 2024.