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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 34.9 M -USD 5.99 M -135,636 -15%
Bank of America
2
Bank of America
North Carolina
USD 19.2 M +USD 891 k +20,200 +5%
UBS Group
3
UBS Group
Switzerland
USD 16.5 M +USD 840 k +19,027 +6%
Moller Wealth Partners
4
Moller Wealth Partners
USD 15.9 M +USD 4.56 M +103,268 +126%
Mission Wealth Management
5
Mission Wealth Management
California
USD 15.8 M -USD 783 k -17,740 -5%
TCV Trust & Wealth Management
6
TCV Trust & Wealth Management
Virginia
USD 12 M -USD 13.7 M -309,950 -54%
Wells Fargo
7
Wells Fargo
California
USD 11 M -USD 3.68 M -83,339 -26%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 9.8 M +USD 8.33 M +188,846 +756%
Signature Estate & Investment Advisors
9
Signature Estate & Investment Advisors
California
USD 9.7 M +USD 708 k +16,051 +8%
Parsec Financial Management
10
Parsec Financial Management
North Carolina
USD 9.48 M +USD 1.53 M +34,616 +20%
Hengehold Capital Management
11
Hengehold Capital Management
Ohio
USD 8.91 M +USD 305 k +6,911 +4%
Brinker Capital Investments
12
Brinker Capital Investments
Pennsylvania
USD 7.21 M +USD 5.8 M +131,461 +506%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
USD 6.04 M +USD 1.46 M +33,198 +34%
Stringer Asset Management
14
Stringer Asset Management
Tennessee
USD 5.99 M +USD 5.77 M +130,793 Nuevas
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 3.66 M +USD 926 k +20,988 +36%
Courier Capital
16
Courier Capital
New York
USD 3.24 M +USD 227 k +5,154 +8%
Woodmont Investment Counsel
17
Woodmont Investment Counsel
Tennessee
USD 2.85 M -USD 94.9 k -2,150 -3%
Baker Ellis Asset Management
18
Baker Ellis Asset Management
Washington
USD 2.78 M +USD 51.6 k +1,170 +2%
Connors Investor Services
19
Connors Investor Services
Pennsylvania
USD 2.74 M +USD 64.4 k +1,460 +3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
USD 2.64 M – – –
Halbert Hargrove Global Advisors
21
Halbert Hargrove Global Advisors
California
USD 2.19 M +USD 1.35 M +30,677 +179%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
USD 2.13 M -USD 725 k -16,429 -26%
Veritable
23
Veritable
Delaware
USD 1.92 M -USD 599 k -13,570 -25%
Goldman Sachs
24
Goldman Sachs
New York
USD 1.85 M -USD 3.31 M -74,911 -65%
YP
25
Yellowstone Partners
Idaho
USD 1.74 M +USD 1.43 M +32,519 +595%
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