Mercer Global Advisors
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Mercer Global Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Mercer Global Advisors’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
14,647
+7,067
+93% +$645K ﹤0.01% 1554
2026
Q1 		$655K Sell
7,580
-10,124
-57% -$889K ﹤0.01% 1802
2025
Q4 		$1.5M Buy
17,704
+9,383
+113% +$790K ﹤0.01% 1252
2025
Q3 		$699K Buy
8,321
+4,805
+137% +$394K ﹤0.01% 1554
2025
Q2 		$280K Sell
3,516
-266
-7% -$20.1K ﹤0.01% 1883
2025
Q1 		$291K Buy
+3,782
New +$294K ﹤0.01% 1776
2024
Q4 		– Sell
-5,651
Closed -$431K – 2147
2024
Q3 		$431K Sell
5,651
-592
-9% -$43.6K ﹤0.01% 1415
2024
Q2 		$441K Sell
6,243
-969
-13% -$67.4K ﹤0.01% 1367
2024
Q1 		$510K Buy
7,212
+1,780
+33% +$120K ﹤0.01% 1269
2023
Q4 		$355K Hold
5,432
– – ﹤0.01% 1510
2023
Q3 		$327K Sell
5,432
-243
-4% -$15.2K ﹤0.01% 1474
2023
Q2 		$352K Sell
5,675
-413
-7% -$25K ﹤0.01% 1410
2023
Q1 		$369K Hold
6,088
– – ﹤0.01% 1384
2022
Q4 		$369K Sell
6,088
-1,770
-23% -$106K ﹤0.01% 1380
2022
Q3 		$426K Buy
7,858
+688
+10% +$41K ﹤0.01% 1209
2022
Q2 		$415K Sell
7,170
-1,400
-16% -$86.4K ﹤0.01% 1232
2022
Q1 		$553K Buy
+8,570
New +$545K ﹤0.01% 1182

Other funds holding DTD

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Mercer Global Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 93% in Q2 2026, buying an estimated $645K and bringing the position to 14,647 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Mercer Global Advisors first reported a position in DTD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • Mercer Global Advisors held 14,647 shares of WisdomTree US Total Dividend Fund worth $1.37M as of Q2 2026.
  • Mercer Global Advisors bought 7,067 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $645K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1554 holding.
  • Mercer Global Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and has held it in 17 quarters since.
  • Mercer Global Advisors's WisdomTree US Total Dividend Fund position peaked at $1.5M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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