Mercer Global Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Mercer Global Advisors’s Portfolio DGRE Stock Details DGRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-22,264	Closed	-$494K	–	1848
2022 Q2	$494K	Sell	22,264 -31,193	-58%	-$747K	﹤0.01%	1153
2022 Q1	$1.39M	Buy	53,457 +777	+1%	+$21K	0.01%	766
2021 Q4	$1.5M	Sell	52,680 -137	-0.3%	-$3.85K	0.01%	722
2021 Q3	$1.48M	Buy	52,817 +1,166	+2%	+$34K	0.01%	724
2021 Q2	$1.55M	Sell	51,651 -19	-0%	-$571	0.01%	663
2021 Q1	$1.54M	Sell	51,670 -1,160	-2%	-$34.7K	0.01%	625
2020 Q4	$1.5M	Buy	52,830 +1,695	+3%	+$44.4K	0.02%	498
2020 Q3	$1.24M	Buy	+51,135	New	+$1.26M	0.02%	507

Other funds holding DGRE

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Mercer Global Advisors's DGRE Position: Q3 2022 in Review

Mercer Global Advisors sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q3 2022, closing a stake of 22,264 shares — an estimated $494K sold.

Mercer Global Advisors first reported a position in DGRE in Q3 2020 and held it in 8 quarters. The position peaked at $1.55M in Q2 2021. 27 funds tracked by Wall St. Rank hold DGRE as of Q3 2022.

Mercer Global Advisors reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Mercer Global Advisors sold 22,264 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2022, an estimated $494K.
Mercer Global Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2020 and held it in 8 quarters.
Mercer Global Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.55M in Q2 2021.
27 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2022.

Based on Mercer Global Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.