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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 34.6 M +USD 1.97 M +46,656 +6%
Creative Planning
2
Creative Planning
Kansas
USD 29.5 M +USD 470 k +11,108 +2%
Cutler Investment Counsel
3
Cutler Investment Counsel
Oregon
USD 23.3 M +USD 4.35 M +102,733 +22%
Morgan Stanley
4
Morgan Stanley
New York
USD 20 M -USD 4.18 M -98,857 -17%
Beacon Financial Group
5
Beacon Financial Group
Texas
USD 12.8 M -USD 4.16 M -98,382 -24%
FirstMerit Bank N.A. Trustee
6
FirstMerit Bank N.A. Trustee
Ohio
USD 8.7 M -USD 428 k -10,105 -5%
M&T Bank
7
M&T Bank
New York
USD 7.82 M -USD 311 k -7,350 -4%
Wells Fargo
8
Wells Fargo
California
USD 6.75 M +USD 1.16 M +27,373 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 5.68 M -USD 422 k -9,960 -7%
Trutina Financial
10
Trutina Financial
Washington
USD 4.51 M -USD 443 k -10,465 -9%
JFS Wealth Advisors
11
JFS Wealth Advisors
Pennsylvania
USD 3.72 M -USD 259 k -6,116 -6%
Bank of America
12
Bank of America
North Carolina
USD 3.65 M +USD 465 k +10,986 +14%
Blue Chip Partners
13
Blue Chip Partners
Michigan
USD 3.38 M +USD 524 k +12,375 +18%
Baystate Wealth Management
14
Baystate Wealth Management
Massachusetts
USD 3.12 M +USD 488 k +11,524 +18%
United Capital Financial Advisors
15
United Capital Financial Advisors
Texas
USD 2.74 M -USD 49.8 k -1,177 -2%
UBS Group
16
UBS Group
Switzerland
USD 2.22 M -USD 227 k -5,374 -9%
IAA
17
Ironsides Asset Advisors
North Carolina
USD 2.08 M -USD 719 k -16,975 -25%
Corda Investment Management
18
Corda Investment Management
Texas
USD 2.01 M -USD 5.25 k -124 -0.3%
Citadel Advisors
19
Citadel Advisors
Florida
USD 1.84 M +USD 1.66 M +39,102 +717%
KWMG LLC
20
KWMG LLC
Kansas
USD 1.79 M -USD 24.2 k -572 -1%
Comerica Bank
21
Comerica Bank
Texas
USD 1.78 M +USD 229 k +5,416 +15%
Evanson Asset Management
22
Evanson Asset Management
California
USD 1.66 M -USD 92.7 k -2,190 -5%
Signature Estate & Investment Advisors
23
Signature Estate & Investment Advisors
California
USD 1.65 M -USD 62.6 k -1,478 -4%
Evercore Wealth Management
24
Evercore Wealth Management
New York
USD 1.65 M -USD 7.24 k -171 -0.4%
Advisory Research
25
Advisory Research
Illinois
USD 1.34 M – – –
1
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