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icono de DWM

WisdomTree International Equity Fund
DWM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 55.2 M +USD 1.83 M +33,382 +3%
TCV Trust & Wealth Management
2
TCV Trust & Wealth Management
Virginia
USD 27.2 M +USD 575 k +10,478 +2%
Bank of America
3
Bank of America
North Carolina
USD 21 M +USD 4.52 M +82,464 +26%
Wells Fargo
4
Wells Fargo
California
USD 13 M +USD 352 k +6,426 +3%
Signature Estate & Investment Advisors
5
Signature Estate & Investment Advisors
California
USD 10.5 M +USD 1.32 M +24,037 +14%
UBS
6
UBS
Switzerland
USD 6.38 M +USD 12 k +219 +0.2%
Veritable
7
Veritable
Delaware
USD 6.02 M +USD 134 k +2,437 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
USD 4.45 M -USD 524 k -9,547 -10%
Placemark Investments
9
Placemark Investments
Illinois
USD 4.39 M +USD 74.4 k +1,356 +2%
Moller Wealth Partners
10
Moller Wealth Partners
USD 4.36 M -USD 210 k -3,832 -4%
NewSquare Capital
11
NewSquare Capital
Pennsylvania
USD 3.18 M -USD 225 k -4,110 -6%
Connors Investor Services
12
Connors Investor Services
Pennsylvania
USD 3.02 M -USD 17.8 k -325 -0.6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
USD 2.91 M +USD 1.03 M +18,852 +51%
Courier Capital
14
Courier Capital
New York
USD 2.8 M +USD 95.6 k +1,744 +3%
EI
15
Excelsia Inc
Georgia
USD 2.06 M +USD 2.16 M +39,396 Nuevas
Cape Ann Savings Bank
16
Cape Ann Savings Bank
Massachusetts
USD 1.74 M +USD 32 k +584 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 1.27 M +USD 370 k +6,755 +39%
GW & Wade
18
GW & Wade
Massachusetts
USD 1.12 M -USD 414 k -7,545 -26%
Halbert Hargrove Global Advisors
19
Halbert Hargrove Global Advisors
California
USD 896 k – – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
USD 866 k -USD 47.8 k -871 -5%
LPL Financial
21
LPL Financial
California
USD 852 k -USD 219 k -3,993 -20%
Old National Bancorp
22
Old National Bancorp
Indiana
USD 829 k -USD 35.5 k -648 -4%
Oarsman Capital
23
Oarsman Capital
Wisconsin
USD 814 k +USD 89.9 k +1,640 +12%
Argent Trust Company
24
Argent Trust Company
Louisiana
USD 706 k – – –
GLRA
25
Gerald L. Ray & Associates
Texas
USD 611 k -USD 54.8 k -1,000 -8%
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