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icono de QGRW

WisdomTree US Quality Growth Fund
QGRW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 319 M +USD 87.4 M +1,385,194 +40%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
USD 300 M +USD 13.2 M +209,753 +5%
Morgan Stanley
3
Morgan Stanley
New York
USD 208 M +USD 18.9 M +300,181 +11%
TPI
4
Trust Point Inc
Wisconsin
USD 164 M -USD 2.02 M -32,029 -1%
Bank of America
5
Bank of America
North Carolina
USD 141 M +USD 6.15 M +97,517 +5%
Empirical Wealth Management
6
Empirical Wealth Management
Washington
USD 76.6 M +USD 8.78 M +139,185 +14%
Private Advisor Group
7
Private Advisor Group
New Jersey
USD 73.5 M -USD 11.9 M -189,116 -15%
RVW Wealth
8
RVW Wealth
California
USD 70.9 M +USD 479 k +7,601 +0.7%
Raymond James Financial
9
Raymond James Financial
Florida
USD 60.2 M +USD 7.56 M +119,940 +15%
SNS Financial Group
10
SNS Financial Group
Minnesota
USD 45.7 M +USD 43.7 M +692,580 Nuevas
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 45 M +USD 9.15 M +145,107 +27%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
USD 36.2 M +USD 2.7 M +42,774 +8%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 35.7 M -USD 190 M -3,008,750 -85%
UBS Group
14
UBS Group
Switzerland
USD 34.1 M -USD 687 k -10,888 -2%
Kestra Advisory Services
15
Kestra Advisory Services
Texas
USD 31.4 M +USD 8.96 M +141,991 +43%
CAP
16
Columbia Advisory Partners
Washington
USD 28.8 M +USD 668 k +10,591 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
USD 28.4 M +USD 2.45 M +38,768 +10%
QA
18
Quattro Advisors
Pennsylvania
USD 24 M +USD 6.2 M +98,364 +37%
PWMG
19
Prestige Wealth Management Group
New Jersey
USD 23.8 M +USD 95.9 k +1,521 +0.4%
Osaic Holdings
20
Osaic Holdings
Arizona
USD 23.6 M +USD 66.4 k +1,053 +0.3%
Ritter Daniher Financial Advisory
21
Ritter Daniher Financial Advisory
Ohio
USD 22.8 M +USD 587 k +9,312 +3%
Legacy Financial Advisors
22
Legacy Financial Advisors
Kentucky
USD 22.2 M +USD 214 k +3,388 +1%
Western Wealth Management
23
Western Wealth Management
Colorado
USD 19.9 M +USD 13.2 M +208,829 +227%
EWA
24
Etesian Wealth Advisors
Oregon
USD 19.7 M +USD 185 k +2,932 +1%
Smartleaf Asset Management
25
Smartleaf Asset Management
Massachusetts
USD 18.1 M – – –
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