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icono de GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mainstay Capital Management
1
Mainstay Capital Management
Michigan
USD 100 M -USD 23.2 M -350,206 -18%
Alpine Bank Wealth Management
2
Alpine Bank Wealth Management
Colorado
USD 37.6 M -USD 368 k -5,547 -0.9%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
USD 8.25 M +USD 383 k +5,770 +4%
MA
4
McGrath & Associates
North Carolina
USD 8.07 M +USD 692 k +10,423 +9%
SWM
5
Stapp Wealth Management
Washington
USD 7.55 M +USD 178 k +2,679 +2%
OneDigital Investment Advisors
6
OneDigital Investment Advisors
Kansas
USD 6.96 M +USD 109 k +1,650 +1%
Kestra Advisory Services
7
Kestra Advisory Services
Texas
USD 6.14 M +USD 1.2 M +18,049 +22%
MPW
8
Magnolia Private Wealth
Pennsylvania
USD 5.9 M -USD 566 k -8,535 -4%
FA
9
Fermata Advisors
California
USD 5.33 M +USD 646 k +9,729 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
USD 3.49 M -USD 79.2 k -1,194 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
USD 3.46 M +USD 1.79 M +26,951 +91%
Great Valley Advisor Group
12
Great Valley Advisor Group
Delaware
USD 3.18 M -USD 15.1 k -228 -0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 2.41 M -USD 884 k -13,328 -25%
Morgan Stanley
14
Morgan Stanley
New York
USD 2.23 M – – –
Ameriprise
15
Ameriprise
Minnesota
USD 2.17 M -USD 511 k -7,703 -18%
ACA
16
Aspire Capital Advisors
Washington
USD 2.13 M +USD 542 k +8,173 +31%
SWM
17
SFG Wealth Management
Maryland
USD 2.02 M -USD 14.9 k -225 -0.7%
OC
18
Optima Capital
Oregon
USD 1.67 M -USD 449 k -6,764 -20%
Arkadios Wealth Advisors
19
Arkadios Wealth Advisors
Georgia
USD 1.63 M +USD 608 k +9,162 +53%
JP Morgan Chase
20
JP Morgan Chase
New York
USD 1.55 M +USD 600 k +9,044 +55%
Spinnaker Investment Group
21
Spinnaker Investment Group
California
USD 1.5 M +USD 149 k +2,239 +10%
Elequin Capital
22
Elequin Capital
New York
USD 1.38 M +USD 1.5 M +22,620 Nuevas
Kingsview Wealth Management
23
Kingsview Wealth Management
Oregon
USD 1.3 M +USD 129 k +1,945 +10%
SteelPeak Wealth
24
SteelPeak Wealth
California
USD 1.23 M +USD 115 k +1,729 +9%
LAS
25
LWM Advisory Services
Florida
USD 1.22 M -USD 12.7 k -192 -1%
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