Cerity Partners
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Cerity Partners’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History

Cerity Partners’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$289K Buy
4,856
+50
+1% +$2.98K ﹤0.01% 2166
2025
Q1 		$265K Sell
4,806
-123
-2% -$6.77K ﹤0.01% 2083
2024
Q4 		$244K Buy
+4,929
New +$244K ﹤0.01% 2135