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WisdomTree SmallCap Dividend Fund shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 327k 32.68
2023-12-31 $9.5M 295k 32.17
2023-09-30 $6.8M 243k 28.20
2023-06-30 $5.6M 195k 28.79
2023-03-31 $5.1M 179k 28.56
2022-12-31 $4.4M 154k 28.44
2022-09-30 $3.6M 138k 25.74
2022-06-30 $3.7M 130k 28.22
2022-03-31 $3.8M 120k 31.87
2021-12-31 $4.2M 129k 32.86
2021-09-30 $4.3M 140k 30.83
2021-06-30 $4.7M 149k 31.89
2021-03-31 $4.9M 157k 31.15
2020-12-31 $4.1M 155k 26.60
2020-09-30 $3.1M 146k 21.08
2020-06-30 $2.9M 135k 21.18
2020-03-31 $2.3M 127k 18.02
2019-12-31 $4.1M 145k 28.68
2019-09-30 $4.0M 146k 27.37
2019-06-30 $368k 14k 27.14

More positions owned by Mercer Global Advisors

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us High Profitab (DUHP)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Mercer Global Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
Assetmark

View all funds holding WisdomTree SmallCap Dividend Fund