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
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 $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return