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icono de EPS

WisdomTree US LargeCap Fund
EPS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Daymark Wealth Partners
51
Daymark Wealth Partners
Ohio
USD 1.87 M +USD 47.4 k +626 +3%
Global Retirement Partners
52
Global Retirement Partners
California
USD 1.82 M +USD 1.77 M +23,401 Nuevas
Advisory Alpha
53
Advisory Alpha
Michigan
USD 1.75 M -USD 83.8 k -1,106 -5%
Two Sigma Investments
54
Two Sigma Investments
New York
USD 1.67 M +USD 1.63 M +21,500 Nuevas
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
USD 1.67 M -USD 19.1 k -252 -1%
UBS AM
56
UBS AM
Illinois
USD 1.64 M – – –
Osaic Holdings
57
Osaic Holdings
Arizona
USD 1.62 M -USD 1.07 M -14,066 -40%
Fidelity Investments
58
Fidelity Investments
Massachusetts
USD 1.55 M +USD 71.1 k +938 +5%
Wealthspire Advisors (New York)
59
Wealthspire Advisors (New York)
New York
USD 1.38 M +USD 1.35 M +17,778 Nuevas
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
USD 1.31 M +USD 447 k +5,900 +55%
Holistic Planning
61
Holistic Planning
Texas
USD 1.29 M +USD 115 k +1,520 +10%
BlackRock
62
BlackRock
New York
USD 1.09 M -USD 12.3 k -162 -1%
Beacon Financial Advisory
63
Beacon Financial Advisory
Ohio
USD 1.08 M -USD 33.5 k -442 -3%
Mariner
64
Mariner
Kansas
USD 1.06 M +USD 201 k +2,660 +24%
Herold Advisors
65
Herold Advisors
New York
USD 1.05 M -USD 75.8 k -1,000 -7%
Savvy Advisors Inc
66
Savvy Advisors Inc
New York
USD 1.02 M +USD 990 k +13,064 Nuevas
Arkadios Wealth Advisors
67
Arkadios Wealth Advisors
Georgia
USD 953 k +USD 15.8 k +208 +2%
Atria Investments
68
Atria Investments
North Carolina
USD 949 k +USD 41.8 k +552 +5%
Steward Partners Investment Advisory
69
Steward Partners Investment Advisory
New York
USD 938 k -USD 5.83 k -77 -0.6%
Summit Financial
70
Summit Financial
New Jersey
USD 935 k -USD 101 k -1,331 -10%
Centaurus Financial
71
Centaurus Financial
California
USD 924 k -USD 13.1 k -173 -1%
Triad Wealth Partners
72
Triad Wealth Partners
Kansas
USD 890 k -USD 8.26 k -109 -1%
Mosaic Family Wealth Partners
73
Mosaic Family Wealth Partners
Missouri
USD 867 k +USD 581 k +7,664 +220%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
USD 796 k +USD 197 k +2,600 +34%
Essential Planning
75
Essential Planning
New Hampshire
USD 779 k -USD 31.3 k -413 -4%
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