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icono de DWM

WisdomTree International Equity Fund
DWM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HBK Sorce Advisory
1
HBK Sorce Advisory
Pennsylvania
USD 68.8 M +USD 11.7 M +236,096 +18%
Morgan Stanley
2
Morgan Stanley
New York
USD 41 M +USD 3.02 M +60,849 +7%
LPL Financial
3
LPL Financial
California
USD 17.6 M +USD 12.5 M +252,260 +186%
Shakespeare Wealth Management
4
Shakespeare Wealth Management
Wisconsin
USD 16.3 M +USD 136 k +2,741 +0.8%
UBS Group
5
UBS Group
Switzerland
USD 16.2 M +USD 7.73 M +155,628 +77%
Bank of America
6
Bank of America
North Carolina
USD 12.1 M +USD 615 k +12,375 +5%
M Holdings Securities
7
M Holdings Securities
Oregon
USD 10.7 M +USD 93.9 k +1,889 +0.8%
Wells Fargo
8
Wells Fargo
California
USD 9.8 M -USD 369 k -7,429 -3%
Moller Wealth Partners
9
Moller Wealth Partners
USD 7.11 M -USD 13.7 k -276 -0.2%
Pinnacle Wealth Planning Services
10
Pinnacle Wealth Planning Services
Ohio
USD 6.91 M -USD 2.22 M -44,601 -23%
Octavia Wealth Advisors
11
Octavia Wealth Advisors
Ohio
USD 6.9 M +USD 454 k +9,135 +6%
Mission Wealth Management
12
Mission Wealth Management
California
USD 6.86 M -USD 217 k -4,375 -3%
Falcon Wealth Planning
13
Falcon Wealth Planning
California
USD 6.31 M +USD 119 k +2,404 +2%
Tobias Financial Advisors
14
Tobias Financial Advisors
Florida
USD 5.88 M -USD 589 k -11,855 -8%
Raymond James Financial Services Advisors
15
Raymond James Financial Services Advisors
Florida
USD 4.92 M +USD 255 k +5,136 +5%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 4.7 M -USD 42.7 k -859 -0.8%
AE Wealth Management
17
AE Wealth Management
Kansas
USD 4.08 M -USD 510 k -10,272 -10%
Thrive Capital Management (Pennsylvania)
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
USD 4 M -USD 583 k -11,735 -12%
Valmark Advisers
19
Valmark Advisers
Ohio
USD 3.88 M +USD 583 k +11,737 +16%
Private Advisor Group
20
Private Advisor Group
New Jersey
USD 3.6 M -USD 92.1 k -1,853 -2%
Connors Investor Services
21
Connors Investor Services
Pennsylvania
USD 3.21 M -USD 327 k -6,585 -9%
Citadel Advisors
22
Citadel Advisors
Florida
USD 3.2 M +USD 3.5 M +70,485 Nuevas
JFS Wealth Advisors
23
JFS Wealth Advisors
Pennsylvania
USD 3.03 M +USD 80.2 k +1,613 +2%
Raymond James & Associates
24
Raymond James & Associates
Florida
USD 2.84 M -USD 139 k -2,802 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
USD 2.49 M +USD 202 k +4,068 +8%
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