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icono de NTSI

WisdomTree International Efficient Core Fund
NTSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Halbert Hargrove Global Advisors
1
Halbert Hargrove Global Advisors
California
USD 146 M +USD 619 k +13,349 +0.4%
SYM Financial Corp
2
SYM Financial Corp
Indiana
USD 115 M +USD 1 M +21,654 +0.9%
OneDigital Investment Advisors
3
OneDigital Investment Advisors
Kansas
USD 23.5 M -USD 31.7 k -684 -0.1%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
USD 14.4 M +USD 541 k +11,654 +4%
WI
5
WJ Interests
Texas
USD 14.3 M -USD 17.6 M -379,349 -55%
4PL
6
46 Peaks LLC
Pennsylvania
USD 12.8 M -USD 283 k -6,104 -2%
PFA
7
Professional Financial Advisors
Nebraska
USD 12 M +USD 961 k +20,721 +9%
Mather Group
8
Mather Group
Illinois
USD 9.01 M +USD 5.72 M +123,270 +176%
LPL Financial
9
LPL Financial
California
USD 3.74 M +USD 394 k +8,490 +12%
JP Morgan Chase
10
JP Morgan Chase
New York
USD 3.62 M +USD 615 k +13,254 +21%
Jane Street
11
Jane Street
New York
USD 3.18 M -USD 2.27 M -48,994 -42%
AQR Capital Management
12
AQR Capital Management
Connecticut
USD 3.16 M +USD 278 k +5,992 +10%
Regions Financial Corp
13
Regions Financial Corp
Alabama
USD 2.42 M +USD 2.41 M +51,958 Nuevas
FA
14
Fermata Advisors
California
USD 2.41 M -USD 66.9 k -1,443 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 1.57 M +USD 183 k +3,939 +13%
Citadel Advisors
16
Citadel Advisors
Florida
USD 1.38 M +USD 1.37 M +29,598 Nuevas
LEFP
17
Leading Edge Financial Planning
Tennessee
USD 1.27 M +USD 134 k +2,896 +12%
Kestra Advisory Services
18
Kestra Advisory Services
Texas
USD 1.2 M -USD 29.6 k -639 -2%
Goldman Sachs
19
Goldman Sachs
New York
USD 1.07 M -USD 270 k -5,823 -20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 873 k -USD 6.91 k -149 -0.8%
WealthPlan Investment Management
21
WealthPlan Investment Management
Nebraska
USD 726 k -USD 204 k -4,396 -22%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
USD 588 k -USD 5.16 M -111,350 -90%
AW
23
Avion Wealth
Texas
USD 393 k – – –
SteelPeak Wealth
24
SteelPeak Wealth
California
USD 309 k +USD 19.4 k +418 +7%
Alvarez & Marsal Private Wealth Partners
25
Alvarez & Marsal Private Wealth Partners
Florida
USD 241 k +USD 239 k +5,163 Nuevas
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