Ownership history in Mariner, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Mariner, LLC reported a position in WISDOMTREE TR (AGZD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Mariner, LLC underperformed the S&P 500 by β17.0% annually on this AGZD position. Timing score: 92% (11/12 decisions correct). Average cost basis: $19.43. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 17.0% ann.
12 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
11 of 12 add/trim decisions correct
Best entry: $18.36 (2022 Q3) Β· Worst: $22.13 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size