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icono de DOL

WisdomTree True Developed International Fund
DOL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Private Vista
1
Private Vista
Illinois
USD 34.9 M +USD 6.06 M +148,971 +23%
Creative Planning
2
Creative Planning
Kansas
USD 29.4 M +USD 3.22 M +79,204 +13%
Morgan Stanley
3
Morgan Stanley
New York
USD 24.4 M +USD 39.1 k +962 +0.2%
Cutler Investment Counsel
4
Cutler Investment Counsel
Oregon
USD 19.2 M +USD 1.68 M +41,309 +10%
Beacon Financial Group
5
Beacon Financial Group
Texas
USD 17.5 M -USD 2.52 M -61,932 -13%
FirstMerit Bank N.A. Trustee
6
FirstMerit Bank N.A. Trustee
Ohio
USD 9.22 M -USD 930 k -22,853 -9%
M&T Bank
7
M&T Bank
New York
USD 8.22 M -USD 2.67 M -65,625 -25%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 6.17 M -USD 933 k -22,922 -13%
Wells Fargo
9
Wells Fargo
California
USD 5.68 M +USD 1.05 M +25,779 +23%
GWM
10
Gupta Wealth Management
California
USD 5.54 M +USD 1.41 M +34,666 +35%
Trutina Financial
11
Trutina Financial
Washington
USD 5 M -USD 211 k -5,190 -4%
JFS Wealth Advisors
12
JFS Wealth Advisors
Pennsylvania
USD 4.02 M +USD 101 k +2,488 +3%
Bank of America
13
Bank of America
North Carolina
USD 3.23 M -USD 616 k -15,138 -16%
Blue Chip Partners
14
Blue Chip Partners
Michigan
USD 2.91 M +USD 435 k +10,683 +18%
United Capital Financial Advisors
15
United Capital Financial Advisors
Texas
USD 2.85 M -USD 1.04 M -25,639 -27%
IAA
16
Ironsides Asset Advisors
North Carolina
USD 2.81 M +USD 17.5 k +430 +0.6%
Baystate Wealth Management
17
Baystate Wealth Management
Massachusetts
USD 2.68 M +USD 289 k +7,098 +12%
UBS Group
18
UBS Group
Switzerland
USD 2.47 M +USD 21.2 k +522 +0.9%
Jane Street
19
Jane Street
New York
USD 2.35 M +USD 500 k +12,278 +28%
Corda Investment Management
20
Corda Investment Management
Texas
USD 2.04 M -USD 40.2 k -987 -2%
KWMG LLC
21
KWMG LLC
Kansas
USD 1.83 M – – –
Evanson Asset Management
22
Evanson Asset Management
California
USD 1.77 M -USD 53.7 k -1,321 -3%
Signature Estate & Investment Advisors
23
Signature Estate & Investment Advisors
California
USD 1.73 M -USD 225 k -5,520 -12%
Evercore Wealth Management
24
Evercore Wealth Management
New York
USD 1.68 M +USD 174 k +4,271 +12%
Comerica Bank
25
Comerica Bank
Texas
USD 1.56 M -USD 949 k -23,318 -39%
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