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WisdomTree SmallCap Earnings Fund shares owned by Mercer Global Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings 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 Earnings Fund by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $323k 5.7k 56.93
2024-09-30 $494k 9.5k 51.83
2024-06-30 $615k 13k 47.13
2024-03-31 $656k 13k 50.10
2023-12-31 $691k 14k 49.86
2023-09-30 $608k 14k 43.30
2023-06-30 $818k 18k 44.81
2023-03-31 $924k 21k 43.22
2022-12-31 $948k 22k 42.61

More positions owned by Mercer Global Advisors

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

View all positions for Mercer Global Advisors

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Arkadios Wealth Advisors
Wells Fargo & Company
Kathleen S. Wright Associates
Amplius Wealth Advisors
Royal Bank of Canada
Warren Averett Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund