Cerity Partners
DLS icon

Cerity Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Cerity Partners’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Sell
5,617
-2,554
-31% -$220K ﹤0.01% 2469
2026
Q1 		$666K Sell
8,171
-233
-3% -$19.7K ﹤0.01% 2108
2025
Q4 		$681K Buy
8,404
+2,298
+38% +$182K ﹤0.01% 1914
2025
Q3 		$486K Buy
6,106
+19
+0.3% +$1.48K ﹤0.01% 1992
2025
Q2 		$457K Buy
6,087
+566
+10% +$39.7K ﹤0.01% 1911
2025
Q1 		$364K Sell
5,521
-61
-1% -$3.97K ﹤0.01% 1922
2024
Q4 		$351K Sell
5,582
-939
-14% -$61.1K ﹤0.01% 1956
2024
Q3 		$450K Sell
6,521
-298
-4% -$19.7K ﹤0.01% 1828
2024
Q2 		$433K Sell
6,819
-239
-3% -$15.5K ﹤0.01% 1616
2024
Q1 		$460K Sell
7,058
-56
-0.8% -$3.55K ﹤0.01% 1633
2023
Q4 		$455K Buy
7,114
+2,504
+54% +$147K ﹤0.01% 1312
2023
Q3 		$265K Sell
4,610
-4,314
-48% -$258K ﹤0.01% 1190
2023
Q2 		$531K Buy
+8,924
New +$544K ﹤0.01% 1154
2023
Q1 		– Sell
-3,515
Closed -$204K – 1859
2022
Q4 		$204K Buy
+3,515
New +$195K ﹤0.01% 1335
2022
Q3 		– Sell
-6,051
Closed -$354K – 1188
2022
Q2 		$354K Buy
+6,051
New +$387K ﹤0.01% 853

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Cerity Partners's DLS Position: Q2 2026 in Review

Cerity Partners reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 31% in Q2 2026, selling an estimated $220K and leaving 5,617 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Cerity Partners first reported a position in DLS in Q2 2022 and has held it in 15 quarters since. The position peaked at $681K in Q4 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Cerity Partners held 5,617 shares of WisdomTree International SmallCap Dividend Fund worth $471K as of Q2 2026.
  • Cerity Partners sold 2,554 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $220K.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2469 holding.
  • Cerity Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2022 and has held it in 15 quarters since.
  • Cerity Partners's WisdomTree International SmallCap Dividend Fund position peaked at $681K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

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