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icono de DOL

WisdomTree True Developed International Fund
DOL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Creative Planning
1
Creative Planning
Kansas
USD 200 M -USD 641 k -8,752 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
USD 83.1 M +USD 2.37 M +32,376 +3%
Huntington National Bank
3
Huntington National Bank
Ohio
USD 63.4 M – – –
JP Morgan Chase
4
JP Morgan Chase
New York
USD 27.4 M +USD 409 k +5,588 +2%
Cascade Financial Partners
5
Cascade Financial Partners
California
USD 22.9 M +USD 2.78 M +37,984 +14%
Key Financial Inc
6
Key Financial Inc
Pennsylvania
USD 22.8 M -USD 1.1 M -15,020 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 22.8 M -USD 387 k -5,283 -2%
BIP Wealth
8
BIP Wealth
Georgia
USD 22.5 M +USD 662 k +9,043 +3%
LPL Financial
9
LPL Financial
California
USD 18.8 M +USD 1.07 M +14,628 +6%
Bank of America
10
Bank of America
North Carolina
USD 15 M -USD 364 k -4,976 -2%
M&T Bank
11
M&T Bank
New York
USD 9.6 M +USD 20.1 k +275 +0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 9.29 M -USD 37.5 k -512 -0.4%
Avidian Wealth Enterprises
13
Avidian Wealth Enterprises
Texas
USD 8.37 M +USD 119 k +1,619 +1%
EFA
14
Evernest Financial Advisors
Indiana
USD 6.81 M -USD 63.5 k -867 -0.9%
PAG
15
Powers Advisory Group
Illinois
USD 6.05 M -USD 169 k -2,313 -3%
Wells Fargo
16
Wells Fargo
California
USD 5.9 M +USD 319 k +4,361 +6%
UBS Group
17
UBS Group
Switzerland
USD 5.88 M +USD 172 k +2,355 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
USD 5.73 M +USD 1.81 M +24,712 +47%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 5.45 M -USD 518 k -7,078 -9%
Raymond James Financial
20
Raymond James Financial
Florida
USD 5 M +USD 626 k +8,547 +15%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
USD 4.76 M -USD 227 k -3,098 -5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
USD 4.55 M -USD 78 k -1,066 -2%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
USD 4.05 M -USD 145 k -1,978 -4%
Ameriprise
24
Ameriprise
Minnesota
USD 3.64 M +USD 1.84 M +25,197 +105%
Gladstone Institutional Advisory
25
Gladstone Institutional Advisory
Florida
USD 3.17 M -USD 22.5 k -308 -0.7%
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