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Position history for Cerity Partners LLCCerity Partners LLC's holdings in WISDOMTREE TR

Cerity Partners LLC holds 15,303 shares of WCLD (WISDOMTREE TR), worth $490,551 as of 2026-Q2. The position was decreased (-19.3% shares). WCLD represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$490,551

Current Shares

15,303

Total Value Change

+$1,467

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
15,303
-19.3%
$490,5510.0%$32.06
0
2026-Q1
Increased
18,955
+23.9%
$517,8510.0%$28.28
29
2025-Q4
Decreased
15,303
-2.4%
$535,7580.0%$35.38
0
2025-Q3
Decreased
15,678
-3.2%
$551,3730.0%$36.04
0
2025-Q2
Decreased
16,194
-3.8%
$585,2510.0%$35.68
0
2025-Q1
Increased
16,827
+10.0%
$546,0360.0%$32.97
27
2024-Q4
Unchanged
15,303
0.0%
$574,1690.0%$37.72
0
2024-Q3
Unchanged
15,303
0.0%
$489,0840.0%$31.97
0

Other major holders of WCLD: Steward Partners Investment Advisory, LLC, GOLDMAN SACHS GROUP INC, LPL Financial LLC

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