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 Q2	$437K	Sell	7,365 -965	-12%	-$54.4K	﹤0.01%	2419
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 $445B AUM 25.58% 1-Year Est. Return

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

SFGP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UAG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 12% in Q2 2026, selling an estimated $54.4K and leaving 7,365 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Mercer Global Advisors first reported a position in DGRS in Q4 2025 and has held it in 3 quarters since. The position peaked at $441K in Q1 2026. 130 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Mercer Global Advisors held 7,365 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $437K as of Q2 2026.
Mercer Global Advisors sold 965 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $54.4K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2419 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 3 quarters since.
Mercer Global Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $441K in Q1 2026.
130 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

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