Cerity Partners
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Cerity Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Cerity Partners’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Hold
4,645
– – ﹤0.01% 2153
2025
Q1 		$275K Buy
+4,645
New +$275K ﹤0.01% 2059