Mercer Global Advisors
DES icon

Mercer Global Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Mercer Global Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.4M Buy
870,701
+20,381
+2% +$785K 0.04% 232
2026
Q1 		$30.6M Sell
850,320
-65,196
-7% -$2.35M 0.05% 243
2025
Q4 		$30.6M Buy
915,516
+69,892
+8% +$2.33M 0.05% 253
2025
Q3 		$28.5M Buy
845,624
+255,451
+43% +$8.49M 0.05% 233
2025
Q2 		$18.8M Sell
590,173
-3,567
-0.6% -$110K 0.04% 257
2025
Q1 		$19M Buy
593,740
+55,477
+10% +$1.87M 0.04% 235
2024
Q4 		$18.5M Buy
538,263
+160,585
+43% +$5.68M 0.05% 230
2024
Q3 		$12.8M Buy
377,678
+18,331
+5% +$609K 0.03% 279
2024
Q2 		$11.2M Buy
359,347
+32,361
+10% +$1.02M 0.03% 282
2024
Q1 		$10.7M Buy
326,986
+32,461
+11% +$1.02M 0.03% 305
2023
Q4 		$9.47M Buy
294,525
+52,028
+21% +$1.51M 0.03% 320
2023
Q3 		$6.84M Buy
242,497
+47,916
+25% +$1.41M 0.03% 350
2023
Q2 		$5.6M Buy
194,581
+15,420
+9% +$430K 0.02% 421
2023
Q1 		$5.12M Buy
179,161
+25,025
+16% +$749K 0.02% 425
2022
Q4 		$4.38M Buy
154,136
+15,867
+11% +$456K 0.02% 466
2022
Q3 		$3.56M Buy
138,269
+8,397
+6% +$243K 0.02% 473
2022
Q2 		$3.67M Buy
129,872
+9,734
+8% +$292K 0.02% 456
2022
Q1 		$3.83M Sell
120,138
-9,106
-7% -$291K 0.02% 466
2021
Q4 		$4.25M Sell
129,244
-10,657
-8% -$345K 0.03% 414
2021
Q3 		$4.31M Sell
139,901
-8,881
-6% -$279K 0.03% 385
2021
Q2 		$4.75M Sell
148,782
-8,154
-5% -$264K 0.04% 336
2021
Q1 		$4.89M Buy
156,936
+2,086
+1% +$61.5K 0.04% 303
2020
Q4 		$4.12M Buy
154,850
+9,388
+6% +$228K 0.05% 258
2020
Q3 		$3.07M Buy
145,462
+10,585
+8% +$231K 0.05% 290
2020
Q2 		$2.86M Buy
134,877
+7,643
+6% +$152K 0.05% 260
2020
Q1 		$2.29M Sell
127,234
-17,228
-12% -$426K 0.05% 297
2019
Q4 		$4.14M Sell
144,462
-1,042
-0.7% -$29.1K 0.08% 202
2019
Q3 		$3.98M Buy
145,504
+131,945
+973% +$3.52M 0.09% 178
2019
Q2 		$368K Buy
+13,559
New +$371K 0.01% 795

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mercer Global Advisors's DES Position: Q2 2026 in Review

Mercer Global Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.4% in Q2 2026, buying an estimated $785K and bringing the position to 870,701 shares worth $35.4M. The position accounts for 0.04% of the portfolio, ranked #232.

Mercer Global Advisors first reported a position in DES in Q2 2019 and has held it in 29 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Mercer Global Advisors held 870,701 shares of WisdomTree US SmallCap Dividend Fund worth $35.4M as of Q2 2026.
  • Mercer Global Advisors bought 20,381 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $785K.
  • WisdomTree US SmallCap Dividend Fund made up 0.04% of Mercer Global Advisors's portfolio in Q2 2026, its #232 holding.
  • Mercer Global Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2019 and has held it in 29 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.