WisdomTree SmallCap Dividend Fund shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 35k | 32.68 |
| 2023-12-31 | $766k | 24k | 32.17 |
| 2023-09-30 | $216k | 7.7k | 28.20 |
| 2023-06-30 | $1.6M | 54k | 28.79 |
| 2023-03-31 | $1.7M | 60k | 28.60 |
| 2022-12-31 | $760k | 27k | 28.44 |
| 2022-09-30 | $211k | 8.2k | 25.77 |
| 2021-12-31 | $351k | 11k | 32.83 |
| 2021-09-30 | $343k | 11k | 30.85 |
| 2020-12-31 | $339k | 13k | 26.60 |
| 2020-09-30 | $322k | 15k | 21.08 |
| 2020-06-30 | $426k | 20k | 21.16 |
| 2020-03-31 | $324k | 18k | 18.00 |
| 2019-12-31 | $548k | 19k | 28.66 |
| 2019-09-30 | $542k | 20k | 27.36 |
| 2019-06-30 | $581k | 21k | 27.10 |
| 2019-03-31 | $584k | 21k | 27.54 |
| 2018-12-31 | $487k | 20k | 24.52 |
| 2018-09-30 | $584k | 20k | 29.69 |
| 2018-06-30 | $562k | 19k | 29.64 |
| 2018-03-31 | $417k | 15k | 27.38 |
| 2017-12-31 | $478k | 17k | 29.05 |
| 2017-09-30 | $477k | 5.7k | 83.98 |
| 2017-06-30 | $468k | 5.8k | 80.44 |
| 2017-03-31 | $479k | 5.9k | 80.64 |
| 2016-12-31 | $491k | 5.9k | 82.74 |
| 2016-09-30 | $57k | 776 | 73.06 |
| 2015-06-30 | $292k | 4.2k | 70.34 |
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