Cerity Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Cerity Partners’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,859	Closed	-$506K	–	3449
2026 Q1	$506K	Sell	5,859 -165	-3%	-$14.5K	﹤0.01%	2281
2025 Q4	$511K	Sell	6,024 -35	-0.6%	-$2.95K	﹤0.01%	2094
2025 Q3	$509K	Hold	6,059	–	–	﹤0.01%	1958
2025 Q2	$482K	Buy	6,059 +135	+2%	+$10.2K	﹤0.01%	1881
2025 Q1	$456K	Hold	5,924	–	–	﹤0.01%	1811
2024 Q4	$449K	Hold	5,924	–	–	﹤0.01%	1824
2024 Q3	$454K	Hold	5,924	–	–	﹤0.01%	1824
2024 Q2	$420K	Hold	5,924	–	–	﹤0.01%	1626
2024 Q1	$419K	Hold	5,924	–	–	﹤0.01%	1690
2023 Q4	$388K	Buy	5,924 +1,600	+37%	+$98.5K	﹤0.01%	1389
2023 Q3	$260K	Sell	4,324 -1,600	-27%	-$100K	﹤0.01%	1197
2023 Q2	$367K	Hold	5,924	–	–	﹤0.01%	1310
2023 Q1	$358K	Hold	5,924	–	–	﹤0.01%	1454
2022 Q4	$359K	Buy	5,924 +200	+3%	+$12K	﹤0.01%	1080
2022 Q3	$311K	Hold	5,724	–	–	﹤0.01%	875
2022 Q2	$332K	Buy	+5,724	New	+$353K	﹤0.01%	870

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Cerity Partners's DTD Position: Q2 2026 in Review

Cerity Partners sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2026, closing a stake of 5,859 shares — an estimated $506K sold.

Cerity Partners first reported a position in DTD in Q2 2022 and held it in 16 quarters. The position peaked at $511K in Q4 2025. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Cerity Partners reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 5,859 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $506K.
Cerity Partners first reported a position in WisdomTree US Total Dividend Fund in Q2 2022 and held it in 16 quarters.
Cerity Partners's WisdomTree US Total Dividend Fund position peaked at $511K in Q4 2025.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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