Mercer Global Advisors
DLN icon

Mercer Global Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Mercer Global Advisors’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$472K Buy
4,895
+2,301
+89% +$217K ﹤0.01% 2352
2026
Q1 		$232K Sell
2,594
-1,495
-37% -$136K ﹤0.01% 2693
2025
Q4 		$360K Buy
4,089
+500
+14% +$43.7K ﹤0.01% 2090
2025
Q3 		$312K Buy
+3,589
New +$304K ﹤0.01% 2062

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Mercer Global Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 89% in Q2 2026, buying an estimated $217K and bringing the position to 4,895 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Mercer Global Advisors first reported a position in DLN in Q3 2025 and has held it in 4 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Mercer Global Advisors held 4,895 shares of WisdomTree US LargeCap Dividend Fund worth $472K as of Q2 2026.
  • Mercer Global Advisors bought 2,301 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $217K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2352 holding.
  • Mercer Global Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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