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Position history for MGMERCER GLOBAL ADVISORS INC /ADV's holdings in WISDOMTREE TR

MERCER GLOBAL ADVISORS INC /ADV holds 810,290 shares of DEM (WISDOMTREE TR), worth $43.6M as of 2026-Q2. The position was increased (+2.4% shares). DEM represents 0.1% of MERCER GLOBAL ADVISORS INC /ADV's portfolio.

Current Value

$43.6M

Current Shares

810,290

Total Value Change

+$25.2M

Total Shares Change

+393,802

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
810,290
+2.4%
$43.6M0.1%$53.79
30
2026-Q1
Increased
791,444
+5.4%
$39.3M0.1%$49.82
31
2025-Q4
Increased
750,901
+13.7%
$35.1M0.1%$46.89
33
2025-Q3
Increased
660,307
+23.2%
$30.4M0.1%$45.46
35
2025-Q2
Increased
535,984
+8.4%
$24.3M0.0%$43.91
31
2025-Q1
Increased
494,278
+6.0%
$20.8M0.0%$40.39
30
2024-Q4
Increased
466,297
+12.0%
$18.9M0.0%$38.57
32
2024-Q3
Increased
416,488
+11.9%
$18.4M0.0%$42.34
32

Other major holders of DEM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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