Cerity Partners’s WisdomTree True Developed International Fund DOL Stock Holding History

Cerity Partners’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$349K	Buy	4,699 +43	+0.9%	+$3.15K	﹤0.01%	2684
2026 Q1	$317K	Buy	4,656 +10	+0.2%	+$696	﹤0.01%	2575
2025 Q4	$306K	Buy	4,646 +18	+0.4%	+$1.14K	﹤0.01%	2401
2025 Q3	$288K	Sell	4,628 -228	-5%	-$13.9K	﹤0.01%	2303
2025 Q2	$289K	Buy	4,856 +50	+1%	+$2.87K	﹤0.01%	2167
2025 Q1	$265K	Sell	4,806 -123	-2%	-$6.54K	﹤0.01%	2089
2024 Q4	$244K	Buy	+4,929	New	+$253K	﹤0.01%	2135

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Cerity Partners's DOL Position: Q2 2026 in Review

Cerity Partners increased its WisdomTree True Developed International Fund (DOL) stake by 0.92% in Q2 2026, buying an estimated $3.15K and bringing the position to 4,699 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Cerity Partners first reported a position in DOL in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Cerity Partners held 4,699 shares of WisdomTree True Developed International Fund worth $349K as of Q2 2026.
Cerity Partners bought 43 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $3.15K.
WisdomTree True Developed International Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2684 holding.
Cerity Partners first reported a position in WisdomTree True Developed International Fund in Q4 2024 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

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