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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 54.1 M +USD 6.57 M +139,571 +14%
Private Vista
2
Private Vista
Illinois
USD 39 M -USD 3.88 M -82,460 -9%
Cutler Investment Counsel
3
Cutler Investment Counsel
Oregon
USD 15.2 M -USD 5.61 M -119,079 -27%
Morgan Stanley
4
Morgan Stanley
New York
USD 9.7 M +USD 1.12 M +23,806 +13%
M&T Bank
5
M&T Bank
New York
USD 8.29 M +USD 285 k +6,045 +4%
Wells Fargo
6
Wells Fargo
California
USD 7.25 M +USD 86.2 k +1,830 +1%
Huntington National Bank
7
Huntington National Bank
Ohio
USD 6.81 M -USD 6.88 M -146,005 Cerradas
MML Investors Services
8
MML Investors Services
Massachusetts
USD 4.88 M +USD 4.86 M +103,269 Nuevas
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 4.76 M -USD 682 k -14,473 -13%
Bank of America
10
Bank of America
North Carolina
USD 4.04 M +USD 615 k +13,067 +18%
UBS Group
11
UBS Group
Switzerland
USD 4 M +USD 730 k +15,501 +22%
United Capital Financial Advisors
12
United Capital Financial Advisors
Texas
USD 3.46 M +USD 955 k +20,281 +38%
Corda Investment Management
13
Corda Investment Management
Texas
USD 2.69 M +USD 177 k +3,760 +7%
Blue Chip Partners
14
Blue Chip Partners
Michigan
USD 2.45 M -USD 3.75 M -79,680 -61%
Baystate Wealth Management
15
Baystate Wealth Management
Massachusetts
USD 2.4 M +USD 904 k +19,184 +21%
Jane Street
16
Jane Street
New York
USD 2.18 M +USD 616 k +13,086 +40%
Advisory Research
17
Advisory Research
Illinois
USD 2.18 M +USD 645 k +13,690 +42%
Evanson Asset Management
18
Evanson Asset Management
California
USD 1.99 M +USD 5.13 k +109 +0.3%
Evercore Wealth Management
19
Evercore Wealth Management
New York
USD 1.87 M – – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
USD 1.69 M +USD 1.44 M +30,500 +578%
Signature Estate & Investment Advisors
21
Signature Estate & Investment Advisors
California
USD 1.53 M -USD 241 k -5,123 -14%
KWMG LLC
22
KWMG LLC
Kansas
USD 1.26 M -USD 55.1 k -1,169 -4%
Ruggie Capital Group
23
Ruggie Capital Group
Florida
USD 1.16 M -USD 71.4 k -1,515 -6%
LPL Financial
24
LPL Financial
California
USD 1.16 M +USD 797 k +16,910 +223%
JP Morgan Chase
25
JP Morgan Chase
New York
USD 1.04 M +USD 57.8 k +1,227 +6%
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