Mercer Global Advisors
DGRW icon

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

Mercer Global Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.54M Sell
28,880
-9,732
-25% -$885K ﹤0.01% 1078
2025
Q4 		$3.26M Buy
38,612
+12,711
+49% +$1.13M 0.01% 889
2025
Q3 		$2.3M Buy
25,901
+337
+1% +$29.2K ﹤0.01% 980
2025
Q2 		$2.14M Sell
25,564
-1,735
-6% -$138K ﹤0.01% 858
2025
Q1 		$2.18M Sell
27,299
-1,062
-4% -$87K 0.01% 812
2024
Q4 		$2.3M Sell
28,361
-8,717
-24% -$729K 0.01% 779
2024
Q3 		$3.06M Buy
37,078
+793
+2% +$63.5K 0.01% 633
2024
Q2 		$2.83M Buy
36,285
+81
+0.2% +$6.12K 0.01% 610
2024
Q1 		$2.76M Sell
36,204
-335
-0.9% -$24.4K 0.01% 631
2023
Q4 		$2.57M Sell
36,539
-3,731
-9% -$246K 0.01% 658
2023
Q3 		$2.56M Sell
40,270
-23,747
-37% -$1.58M 0.01% 625
2023
Q2 		$4.27M Buy
64,017
+30,012
+88% +$1.91M 0.02% 493
2023
Q1 		$2.12M Sell
34,005
-5,425
-14% -$333K 0.01% 659
2022
Q4 		$2.38M Buy
39,430
+6,910
+21% +$412K 0.01% 650
2022
Q3 		$1.75M Sell
32,520
-4,249
-12% -$251K 0.01% 660
2022
Q2 		$2.11M Sell
36,769
-3,588
-9% -$217K 0.01% 601
2022
Q1 		$2.57M Sell
40,357
-1,235
-3% -$77.9K 0.02% 575
2021
Q4 		$2.74M Sell
41,592
-2,710
-6% -$170K 0.02% 531
2021
Q3 		$2.61M Sell
44,302
-2,320
-5% -$142K 0.02% 521
2021
Q2 		$2.78M Buy
46,622
+8,871
+23% +$524K 0.02% 465
2021
Q1 		$2.16M Buy
37,751
+2,432
+7% +$133K 0.02% 503
2020
Q4 		$1.91M Sell
35,319
-9,238
-21% -$478K 0.02% 432
2020
Q3 		$2.21M Sell
44,557
-102,266
-70% -$4.96M 0.03% 361
2020
Q2 		$6.68M Sell
146,823
-254,615
-63% -$11M 0.12% 123
2020
Q1 		$15.6M Sell
401,438
-105,027
-21% -$4.77M 0.34% 59
2019
Q4 		$24.5M Sell
506,465
-25,177
-5% -$1.17M 0.49% 39
2019
Q3 		$24M Sell
531,642
-29,587
-5% -$1.31M 0.56% 35
2019
Q2 		$24.5M Buy
+561,229
New +$24.3M 0.65% 32

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Mercer Global Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 25% in Q1 2026, selling an estimated $885K and leaving 28,880 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Mercer Global Advisors first reported a position in DGRW in Q2 2019 and has held it in 28 quarters since. The position peaked at $24.5M in Q4 2019. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Mercer Global Advisors held 28,880 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.54M as of Q1 2026.
  • Mercer Global Advisors sold 9,732 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $885K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1078 holding.
  • Mercer Global Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 28 quarters since.
  • Mercer Global Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $24.5M in Q4 2019.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

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