Mercer Global Advisors Inc Wisdomtree Tr U.S Total Divide Transaction History

Mercer Global Advisors Inc

$40.5 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	SELL	$70.02 - $76.68 $41,451 - $45,394	-592 Reduced 9.48%	5,651 $433,000
Q2 2024 Aug 12, 2024	SELL	$67.07 - $71.45 $64,990 - $69,235	-969 Reduced 13.44%	6,243 $442,000
Q1 2024 May 15, 2024	BUY	$64.49 - $70.72 $114,792 - $125,881	1,780 Added 32.77%	7,212 $510,000
Q3 2023 Nov 13, 2023	SELL	$60.13 - $64.29 $14,611 - $15,622	-243 Reduced 4.28%	5,432 $327,000
Q2 2023 Aug 14, 2023	SELL	$58.74 - $62.09 $24,259 - $25,643	-413 Reduced 6.78%	5,675 $352,000
Q4 2022 Feb 08, 2023	SELL	$55.0 - $63.6 $97,350 - $112,572	-1,770 Reduced 22.52%	6,088 $369,000
Q3 2022 Nov 15, 2022	BUY	$54.26 - $63.28 $37,330 - $43,536	688 Added 9.6%	7,858 $426,000
Q2 2022 Aug 10, 2022	SELL	$56.16 - $65.68 $78,624 - $91,952	-1,400 Reduced 16.34%	7,170 $415,000
Q1 2022 May 10, 2022	BUY	$61.31 - $65.53 $525,426 - $561,592	8,570 New	8,570 $553,000

Others Institutions Holding DTD

# of Institutions

210

Shares Held

9.52M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.01M
Shares

$146 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.24M
Shares

$90 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

703K
Shares

$51.1 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

375K
Shares

$27.2 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

345K
Shares

$25.1 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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