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WisdomTree Emerging Currency Strategy Fund
CEW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Credit Suisse
1
Credit Suisse
Switzerland
USD 2.86 M +USD 2.7 M +161,000 Nuevas
IndexIQ Advisors
2
IndexIQ Advisors
New York
USD 1.79 M +USD 1.45 M +86,412 +604%
3AM
3
3D Asset Management
Connecticut
USD 1.36 M -USD 6.08 k -362 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
USD 1.24 M +USD 540 k +32,147 +86%
Jane Street
5
Jane Street
New York
USD 819 k -USD 405 k -24,118 -34%
Goldman Sachs
6
Goldman Sachs
New York
USD 502 k -USD 4.63 M -275,817 -91%
LPL Financial
7
LPL Financial
California
USD 481 k -USD 6.72 k -400 -1%
Bank of America
8
Bank of America
North Carolina
USD 246 k -USD 6.48 k -386 -3%
UBS Group
9
UBS Group
Switzerland
USD 229 k -USD 35.5 k -2,112 -14%
Cambria Investment Management
10
Cambria Investment Management
California
USD 223 k +USD 211 k +12,553 Nuevas
Blue Bell Private Wealth Management
11
Blue Bell Private Wealth Management
Pennsylvania
USD 164 k -USD 5.04 k -300 -3%
Gradient Investments
12
Gradient Investments
Minnesota
USD 115 k -USD 1.38 M -82,429 -93%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 53 k -USD 16.8 k -1,000 -25%
US Bancorp
14
US Bancorp
Minnesota
USD 47 k – – –
SEI Investments
15
SEI Investments
Pennsylvania
USD 35 k +USD 15.2 k +903 +83%
First Interstate Bank
16
First Interstate Bank
Montana
USD 18 k – – –
Trust Company of Vermont
17
Trust Company of Vermont
Vermont
USD 9 k – – –
Citigroup
18
Citigroup
New York
USD 5 k – – –
Wells Fargo
19
Wells Fargo
California
USD 4 k +USD 17 +1 +0.5%
Geneos Wealth Management
20
Geneos Wealth Management
Colorado
USD 4 k +USD 4.2 k +250 Nuevas
IFP Advisors
21
IFP Advisors
Florida
USD 1 k +USD 1.14 k +68 Nuevas
Evanson Asset Management
22
Evanson Asset Management
California
– -USD 309 k -18,375 Cerradas
BBVA USA Bancshares
23
BBVA USA Bancshares
Texas
– -USD 177 k -10,567 Cerradas
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
– -USD 155 k -9,211 Cerradas
WRM
25
Westport Resources Management
Connecticut
– -USD 4 k -265 Cerradas
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