Mercer Global Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Mercer Global Advisors’s Portfolio USMF Stock Details USMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,063	Closed	-$491K	–	2045
2023 Q1	$491K	Sell	13,063 -1,683	-11%	-$64K	﹤0.01%	1214
2022 Q4	$554K	Hold	14,746	–	–	﹤0.01%	1150
2022 Q3	$504K	Hold	14,746	–	–	﹤0.01%	1135
2022 Q2	$534K	Hold	14,746	–	–	﹤0.01%	1104
2022 Q1	$604K	Hold	14,746	–	–	﹤0.01%	1139
2021 Q4	$619K	Hold	14,746	–	–	﹤0.01%	1105
2021 Q3	$574K	Hold	14,746	–	–	﹤0.01%	1102
2021 Q2	$580K	Hold	14,746	–	–	﹤0.01%	1077
2021 Q1	$558K	Hold	14,746	–	–	0.01%	1036
2020 Q4	$518K	Hold	14,746	–	–	0.01%	846
2020 Q3	$462K	Hold	14,746	–	–	0.01%	799
2020 Q2	$440K	Hold	14,746	–	–	0.01%	726
2020 Q1	$362K	Buy	14,746 +6,760	+85%	+$203K	0.01%	756
2019 Q4	$255K	Hold	7,986	–	–	0.01%	977
2019 Q3	$242K	Sell	7,986 -250	-3%	-$7.59K	0.01%	971
2019 Q2	$248K	Buy	+8,236	New	+$243K	0.01%	953

Other funds holding USMF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors's USMF Position: Q2 2023 in Review

Mercer Global Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2023, closing a stake of 13,063 shares — an estimated $491K sold.

Mercer Global Advisors first reported a position in USMF in Q2 2019 and held it in 16 quarters. The position peaked at $619K in Q4 2021. 45 funds tracked by Wall St. Rank hold USMF as of Q2 2023.

Mercer Global Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q2 2023 after selling out during the quarter.
Mercer Global Advisors sold 13,063 WisdomTree US Multifactor Fund shares in Q2 2023, an estimated $491K.
Mercer Global Advisors first reported a position in WisdomTree US Multifactor Fund in Q2 2019 and held it in 16 quarters.
Mercer Global Advisors's WisdomTree US Multifactor Fund position peaked at $619K in Q4 2021.
45 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2023.

Based on Mercer Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.