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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 37.6 M +USD 1.47 M +34,530 +4%
Private Vista
2
Private Vista
Illinois
USD 35.7 M -USD 3.9 M -91,930 -10%
Cutler Investment Counsel
3
Cutler Investment Counsel
Oregon
USD 18.7 M -USD 2.88 M -67,834 -13%
M&T Bank
4
M&T Bank
New York
USD 7.37 M -USD 644 k -15,154 -8%
Morgan Stanley
5
Morgan Stanley
New York
USD 7.33 M -USD 351 k -8,270 -5%
Huntington National Bank
6
Huntington National Bank
Ohio
USD 6.77 M -USD 870 k -20,480 -11%
Wells Fargo
7
Wells Fargo
California
USD 6.3 M -USD 1.4 M -32,880 -18%
Blue Chip Partners
8
Blue Chip Partners
Michigan
USD 5.07 M +USD 1.05 M +24,801 +27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 4.85 M +USD 18.6 k +437 +0.4%
Baystate Wealth Management
10
Baystate Wealth Management
Massachusetts
USD 4.77 M +USD 2.07 M +48,777 +80%
Bank of America
11
Bank of America
North Carolina
USD 4.59 M +USD 486 k +11,430 +12%
Trutina Financial
12
Trutina Financial
Washington
USD 3.58 M -USD 609 k -14,348 -15%
UBS Group
13
UBS Group
Switzerland
USD 2.97 M -USD 101 k -2,387 -3%
Jane Street
14
Jane Street
New York
USD 2.8 M +USD 1.85 M +43,638 +202%
United Capital Financial Advisors
15
United Capital Financial Advisors
Texas
USD 2.31 M -USD 265 k -6,229 -10%
Corda Investment Management
16
Corda Investment Management
Texas
USD 2.16 M -USD 10 k -236 -0.5%
Evanson Asset Management
17
Evanson Asset Management
California
USD 1.79 M +USD 96.1 k +2,263 +6%
Evercore Wealth Management
18
Evercore Wealth Management
New York
USD 1.7 M – – –
IAA
19
Ironsides Asset Advisors
North Carolina
USD 1.66 M -USD 772 k -18,185 -32%
Signature Estate & Investment Advisors
20
Signature Estate & Investment Advisors
California
USD 1.61 M +USD 1.15 k +27 +0.1%
JFS Wealth Advisors
21
JFS Wealth Advisors
Pennsylvania
USD 1.55 M -USD 1.32 M -31,022 -46%
KWMG LLC
22
KWMG LLC
Kansas
USD 1.53 M -USD 300 k -7,073 -17%
Advisory Research
23
Advisory Research
Illinois
USD 1.38 M – – –
Citadel Advisors
24
Citadel Advisors
Florida
USD 1.11 M +USD 344 k +8,107 +45%
Comerica Bank
25
Comerica Bank
Texas
USD 1.02 M -USD 587 k -13,820 -37%
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