Mercer Global Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$441K	Buy	8,330 +4,201	+102%	+$226K	﹤0.01%	2077
2025 Q4	$205K	Buy	+4,129	New	+$205K	﹤0.01%	2550

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors's DGRS Position: Q1 2026 in Review

Mercer Global Advisors increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 102% in Q1 2026, buying an estimated $226K and bringing the position to 8,330 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Mercer Global Advisors first reported a position in DGRS in Q4 2025 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Mercer Global Advisors held 8,330 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $441K as of Q1 2026.
Mercer Global Advisors bought 4,201 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $226K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2077 holding.
Mercer Global Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.