Cerity Partners
DES icon

Cerity Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cerity Partners’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Buy
70,986
+373
+0.5% +$14.4K ﹤0.01% 1379
2026
Q1 		$2.54M Sell
70,613
-22,992
-25% -$829K ﹤0.01% 1347
2025
Q4 		$3.13M Buy
93,605
+31,549
+51% +$1.05M ﹤0.01% 1154
2025
Q3 		$2.09M Sell
62,056
-2,016
-3% -$67K ﹤0.01% 1278
2025
Q2 		$2.03M Sell
64,072
-5,679
-8% -$175K ﹤0.01% 1211
2025
Q1 		$2.23M Sell
69,751
-15,302
-18% -$515K ﹤0.01% 1072
2024
Q4 		$2.92M Buy
85,053
+8,145
+11% +$288K 0.01% 939
2024
Q3 		$2.65M Sell
76,908
-4,986
-6% -$166K 0.01% 965
2024
Q2 		$2.55M Sell
81,894
-5,309
-6% -$167K 0.01% 817
2024
Q1 		$2.85M Sell
87,203
-5,121
-6% -$160K 0.01% 837
2023
Q4 		$2.97M Buy
92,324
+6,847
+8% +$199K 0.01% 660
2023
Q3 		$2.41M Sell
85,477
-7,002
-8% -$206K 0.01% 535
2023
Q2 		$2.66M Sell
92,479
-3,538
-4% -$98.6K 0.01% 651
2023
Q1 		$2.61M Sell
96,017
-2,864
-3% -$85.7K 0.01% 636
2022
Q4 		$2.81M Buy
98,881
+2,937
+3% +$84.4K 0.02% 470
2022
Q3 		$2.47M Sell
95,944
-12,071
-11% -$350K 0.03% 340
2022
Q2 		$3.05M Buy
+108,015
New +$3.24M 0.03% 324

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cerity Partners's DES Position: Q2 2026 in Review

Cerity Partners increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.53% in Q2 2026, buying an estimated $14.4K and bringing the position to 70,986 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Cerity Partners first reported a position in DES in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.13M in Q4 2025. 360 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Cerity Partners held 70,986 shares of WisdomTree US SmallCap Dividend Fund worth $2.89M as of Q2 2026.
  • Cerity Partners bought 373 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $14.4K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1379 holding.
  • Cerity Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and has held it in 17 quarters since.
  • Cerity Partners's WisdomTree US SmallCap Dividend Fund position peaked at $3.13M in Q4 2025.
  • 360 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.