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WisdomTree US LargeCap Fund
EPS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fiduciary Trust
1
Fiduciary Trust
Massachusetts
USD 138 M -USD 6.1 M -80,558 -4%
LPL Financial
2
LPL Financial
California
USD 127 M +USD 9.6 M +126,341 +8%
Morgan Stanley
3
Morgan Stanley
New York
USD 72.3 M +USD 2.97 M +39,193 +4%
Garrett Wealth Advisory Group
4
Garrett Wealth Advisory Group
Texas
USD 58.6 M +USD 203 k +2,679 +0.4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
USD 53.5 M +USD 2.05 M +27,107 +4%
Private Advisor Group
6
Private Advisor Group
New Jersey
USD 51.7 M -USD 2.2 M -28,996 -4%
IA
7
Integrity Alliance
Iowa
USD 43.8 M +USD 22.8 M +300,462 +114%
WealthPlan Investment Management
8
WealthPlan Investment Management
Nebraska
USD 40.2 M +USD 4.34 M +57,249 +12%
TFG
9
Team Financial Group
California
USD 35.6 M +USD 503 k +6,638 +1%
Kestra Advisory Services
10
Kestra Advisory Services
Texas
USD 29.7 M +USD 7.65 M +101,006 +36%
Financial Gravity Companies
11
Financial Gravity Companies
Texas
USD 23.7 M +USD 23.1 M +304,306 Nuevas
IEQ Capital
12
IEQ Capital
California
USD 20.6 M – – –
FWA
13
Flagship Wealth Advisors
Massachusetts
USD 18.2 M +USD 11.9 M +157,119 +204%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
USD 15.5 M +USD 157 k +2,069 +1%
Stenger Family Office
15
Stenger Family Office
Illinois
USD 14.3 M -USD 587 k -7,748 -4%
Bank of America
16
Bank of America
North Carolina
USD 13.6 M -USD 1.21 M -15,942 -8%
JP Morgan Chase
17
JP Morgan Chase
New York
USD 13.4 M +USD 360 k +4,756 +3%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
USD 11 M -USD 26.7 k -352 -0.2%
Maia Wealth
19
Maia Wealth
Colorado
USD 9.31 M +USD 1.78 M +23,437 +24%
Eastern Bank
20
Eastern Bank
Massachusetts
USD 9.11 M +USD 528 k +6,970 +6%
Ameritas Advisory Services
21
Ameritas Advisory Services
Nebraska
USD 8.35 M +USD 6.85 M +90,485 +536%
Marietta Wealth Management
22
Marietta Wealth Management
Georgia
USD 7.74 M -USD 8.64 k -114 -0.1%
UBS Group
23
UBS Group
Switzerland
USD 7.02 M +USD 221 k +2,912 +3%
Creative Planning
24
Creative Planning
Kansas
USD 6.92 M -USD 61.7 k -815 -0.9%
VIM
25
Vista Investment Management
Pennsylvania
USD 6.61 M +USD 26.7 k +353 +0.4%
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