Mercer Global Advisors
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Mercer Global Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Mercer Global Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.7M Buy
862,327
+149,397
+21% +$8.23M 0.06% 185
2026
Q1 		$37.5M Buy
712,930
+97,316
+16% +$5.25M 0.06% 209
2025
Q4 		$31.8M Buy
615,614
+42,363
+7% +$2.18M 0.05% 244
2025
Q3 		$30M Buy
573,251
+166,053
+41% +$8.6M 0.05% 224
2025
Q2 		$20.4M Buy
407,198
+32,363
+9% +$1.56M 0.04% 241
2025
Q1 		$18.4M Buy
374,835
+75,740
+25% +$3.86M 0.04% 241
2024
Q4 		$15.2M Sell
299,095
-6,651
-2% -$349K 0.04% 269
2024
Q3 		$15.6M Buy
305,746
+10,816
+4% +$529K 0.04% 246
2024
Q2 		$13.8M Buy
294,930
+12,286
+4% +$581K 0.04% 244
2024
Q1 		$13.8M Buy
282,644
+31,601
+13% +$1.45M 0.04% 248
2023
Q4 		$11.5M Buy
251,043
+31,491
+14% +$1.32M 0.03% 281
2023
Q3 		$8.99M Buy
219,552
+27,896
+15% +$1.19M 0.03% 295
2023
Q2 		$8.06M Sell
191,656
-106,916
-36% -$4.34M 0.03% 338
2023
Q1 		$12.2M Buy
298,572
+154,980
+108% +$6.59M 0.06% 240
2022
Q4 		$5.91M Buy
143,592
+13,396
+10% +$554K 0.03% 386
2022
Q3 		$4.91M Buy
130,196
+35,358
+37% +$1.46M 0.03% 378
2022
Q2 		$3.7M Buy
94,838
+35,135
+59% +$1.48M 0.02% 448
2022
Q1 		$2.65M Buy
59,703
+6,159
+12% +$269K 0.02% 564
2021
Q4 		$2.38M Sell
53,544
-2,828
-5% -$123K 0.01% 566
2021
Q3 		$2.34M Buy
56,372
+7,453
+15% +$313K 0.02% 557
2021
Q2 		$2.05M Buy
48,919
+29,489
+152% +$1.25M 0.02% 559
2021
Q1 		$786K Buy
19,430
+690
+4% +$26.2K 0.01% 884
2020
Q4 		$652K Buy
18,740
+1,258
+7% +$40.9K 0.01% 767
2020
Q3 		$506K Buy
17,482
+3,641
+26% +$107K 0.01% 779
2020
Q2 		$392K Sell
13,841
-3,864
-22% -$104K 0.01% 763
2020
Q1 		$428K Sell
17,705
-1,353
-7% -$45.5K 0.01% 696
2019
Q4 		$725K Buy
19,058
+11,216
+143% +$415K 0.01% 607
2019
Q3 		$284K Sell
7,842
-15,715
-67% -$562K 0.01% 906
2019
Q2 		$853K Buy
23,557
+16,877
+253% +$606K 0.02% 508
2019
Q1 		$239K Buy
+6,680
New +$233K 0.01% 921

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mercer Global Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 21% in Q2 2026, buying an estimated $8.23M and bringing the position to 862,327 shares worth $48.7M. The position accounts for 0.06% of the portfolio, ranked #185.

Mercer Global Advisors first reported a position in DON in Q1 2019 and has held it in 30 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Mercer Global Advisors held 862,327 shares of WisdomTree US MidCap Dividend Fund worth $48.7M as of Q2 2026.
  • Mercer Global Advisors bought 149,397 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $8.23M.
  • WisdomTree US MidCap Dividend Fund made up 0.06% of Mercer Global Advisors's portfolio in Q2 2026, its #185 holding.
  • Mercer Global Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2019 and has held it in 30 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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