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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 38.1 M +USD 2.58 M +60,447 +7%
Creative Planning
2
Creative Planning
Kansas
USD 36.5 M +USD 5.65 M +132,489 +19%
Cutler Investment Counsel
3
Cutler Investment Counsel
Oregon
USD 21.8 M -USD 2.47 M -57,861 -10%
Beacon Financial Group
4
Beacon Financial Group
Texas
USD 13.8 M +USD 303 k +7,108 +2%
M&T Bank
5
M&T Bank
New York
USD 8.1 M -USD 64.7 k -1,516 -0.8%
Wells Fargo
6
Wells Fargo
California
USD 7.78 M +USD 722 k +16,924 +10%
Morgan Stanley
7
Morgan Stanley
New York
USD 7.76 M -USD 12.9 M -303,227 -63%
Huntington National Bank
8
Huntington National Bank
Ohio
USD 7.72 M +USD 7.62 M +178,624 Nuevas
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 4.88 M -USD 1.05 M -24,536 -18%
Trutina Financial
10
Trutina Financial
Washington
USD 4.24 M -USD 467 k -10,947 -10%
Bank of America
11
Bank of America
North Carolina
USD 4.14 M +USD 320 k +7,497 +9%
Blue Chip Partners
12
Blue Chip Partners
Michigan
USD 4.05 M +USD 504 k +11,799 +14%
UBS Group
13
UBS Group
Switzerland
USD 3.1 M +USD 775 k +18,155 +34%
JFS Wealth Advisors
14
JFS Wealth Advisors
Pennsylvania
USD 2.91 M -USD 968 k -22,692 -25%
Baystate Wealth Management
15
Baystate Wealth Management
Massachusetts
USD 2.62 M -USD 630 k -14,758 -20%
United Capital Financial Advisors
16
United Capital Financial Advisors
Texas
USD 2.6 M -USD 288 k -6,759 -10%
IAA
17
Ironsides Asset Advisors
North Carolina
USD 2.46 M +USD 289 k +6,775 +14%
Corda Investment Management
18
Corda Investment Management
Texas
USD 2.17 M +USD 84.1 k +1,971 +4%
KWMG LLC
19
KWMG LLC
Kansas
USD 1.85 M -USD 17.5 k -411 -1%
Evercore Wealth Management
20
Evercore Wealth Management
New York
USD 1.71 M -USD 8.54 k -200 -0.5%
Evanson Asset Management
21
Evanson Asset Management
California
USD 1.71 M -USD 27.3 k -640 -2%
Signature Estate & Investment Advisors
22
Signature Estate & Investment Advisors
California
USD 1.63 M -USD 96 k -2,250 -6%
Comerica Bank
23
Comerica Bank
Texas
USD 1.6 M -USD 199 k -4,669 -11%
Advisory Research
24
Advisory Research
Illinois
USD 1.4 M – – –
Ruggie Capital Group
25
Ruggie Capital Group
Florida
USD 1.16 M -USD 230 k -5,382 -17%
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