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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
Modern Wealth Management
26
Modern Wealth Management
Kansas
USD 1.22 M – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
USD 1.21 M +USD 140 k +2,116 +12%
Sanctuary Advisors
28
Sanctuary Advisors
Indiana
USD 1.12 M -USD 796 k -11,995 -40%
Worth Asset Management
29
Worth Asset Management
Texas
USD 1.03 M -USD 91.6 k -1,380 -8%
Brown Advisory
30
Brown Advisory
Maryland
USD 782 k – – –
Lunt Capital Management
31
Lunt Capital Management
Utah
USD 779 k -USD 18.4 k -278 -2%
M Wealth Management LLC
32
M Wealth Management LLC
California
USD 720 k +USD 61.8 k +932 +9%
Elm3 Financial Group
33
Elm3 Financial Group
Georgia
USD 643 k -USD 51.2 k -771 -7%
LPL Financial
34
LPL Financial
California
USD 538 k +USD 331 k +4,989 +131%
Triton Wealth Management
35
Triton Wealth Management
Arizona
USD 512 k -USD 5.86 M -88,292 -91%
XY Planning Network
36
XY Planning Network
Montana
USD 483 k +USD 4.51 k +68 +0.9%
UBS Group
37
UBS Group
Switzerland
USD 482 k -USD 7.17 k -108 -1%
Redhawk Wealth Advisors
38
Redhawk Wealth Advisors
Minnesota
USD 400 k -USD 34.1 k -514 -7%
Howard Bailey Securities
39
Howard Bailey Securities
Indiana
USD 369 k -USD 113 k -1,705 -22%
Optivise Advisory Services
40
Optivise Advisory Services
Tennessee
USD 368 k – – –
Kelman-Lazarov Inc
41
Kelman-Lazarov Inc
Tennessee
USD 367 k – – –
Atria Investments
42
Atria Investments
North Carolina
USD 335 k -USD 206 k -3,103 -36%
J. Hagan Capital
43
J. Hagan Capital
Kentucky
USD 314 k +USD 65 k +980 +24%
CreativeOne Wealth
44
CreativeOne Wealth
Kansas
USD 303 k +USD 796 +12 +0.2%
Prospera Financial Services
45
Prospera Financial Services
Texas
USD 301 k -USD 90.6 k -1,365 -22%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
USD 273 k -USD 611 k -9,209 -67%
Quantinno Capital Management
47
Quantinno Capital Management
New York
USD 272 k -USD 178 k -2,684 -38%
Corient Private Wealth
48
Corient Private Wealth
Florida
USD 269 k +USD 292 k +4,404 Nuevas
NWMP
49
Noble Wealth Management PBC
Colorado
USD 251 k +USD 75 k +1,130 +38%
Regatta Research & Money Management
50
Regatta Research & Money Management
Louisiana
USD 251 k +USD 273 k +4,107 Nuevas
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