Mercer Global Advisors
EES icon

Mercer Global Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Mercer Global Advisors’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,668
Closed -$323K – 3254
2025
Q4 		$323K Buy
+5,668
New +$317K ﹤0.01% 2173
2024
Q4 		– Sell
-9,529
Closed -$494K – 2151
2024
Q3 		$494K Sell
9,529
-3,515
-27% -$178K ﹤0.01% 1337
2024
Q2 		$615K Sell
13,044
-51
-0.4% -$2.44K ﹤0.01% 1196
2024
Q1 		$656K Sell
13,095
-765
-6% -$36.8K ﹤0.01% 1140
2023
Q4 		$691K Sell
13,860
-182
-1% -$8.05K ﹤0.01% 1147
2023
Q3 		$608K Sell
14,042
-4,211
-23% -$192K ﹤0.01% 1159
2023
Q2 		$818K Sell
18,253
-3,126
-15% -$133K ﹤0.01% 1019
2023
Q1 		$924K Sell
21,379
-869
-4% -$39.4K ﹤0.01% 942
2022
Q4 		$948K Buy
+22,248
New +$962K ﹤0.01% 938

Other funds holding EES

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return