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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
2024-06-30 $11M 359k 31.15
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 Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Intl Moment (IMTM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Eli Lilly & Co. (LLY)

View all positions for Mercer Global Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund