Mercer Global Advisors
DTD icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return