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icono de USMF

WisdomTree US Multifactor Fund
USMF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
PWS
1
Private Wealth Strategies
Ohio
USD 40 M +USD 1.41 M +35,997 +4%
HighTower Advisors
2
HighTower Advisors
Illinois
USD 31.9 M +USD 1.75 M +44,800 +6%
Goldman Sachs
3
Goldman Sachs
New York
USD 8.48 M – – –
Raymond James Financial Services Advisors
4
Raymond James Financial Services Advisors
Florida
USD 4.14 M +USD 40.9 k +1,046 +1%
Cabot Wealth Management
5
Cabot Wealth Management
Massachusetts
USD 2.22 M +USD 180 k +4,612 +9%
Financial Enhancement Group
6
Financial Enhancement Group
Indiana
USD 1.95 M -USD 158 k -4,032 -8%
T
7
TRUADVICE
Florida
USD 1.54 M +USD 139 k +3,545 +10%
Private Advisor Group
8
Private Advisor Group
New Jersey
USD 1.34 M +USD 163 k +4,179 +14%
AE Wealth Management
9
AE Wealth Management
Kansas
USD 1.03 M +USD 1.03 M +26,248 Nuevas
Patriot Financial Group Insurance Agency
10
Patriot Financial Group Insurance Agency
Massachusetts
USD 817 k -USD 70.1 k -1,793 -8%
Insight Advisors
11
Insight Advisors
Pennsylvania
USD 719 k +USD 342 k +8,737 +94%
RFG Advisory
12
RFG Advisory
Alabama
USD 698 k +USD 15.6 k +400 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 655 k +USD 375 k +9,594 +136%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
USD 580 k – – –
LPL Financial
15
LPL Financial
California
USD 493 k -USD 39.5 k -1,010 -7%
Signet Financial Management
16
Signet Financial Management
New Jersey
USD 485 k -USD 18.7 k -478 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 267 k -USD 108 k -2,760 -29%
Wells Fargo
18
Wells Fargo
California
USD 253 k +USD 62.9 k +1,609 +33%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 246 k – – –
Morgan Stanley
20
Morgan Stanley
New York
USD 218 k +USD 65.2 k +1,667 +43%
Tower Research Capital (TRC)
21
Tower Research Capital (TRC)
New York
USD 181 k -USD 134 k -3,435 -43%
Capital Advisors Ltd
22
Capital Advisors Ltd
Ohio
USD 123 k – – –
Carroll Financial Associates
23
Carroll Financial Associates
North Carolina
USD 58 k – – –
UBS Group
24
UBS Group
Switzerland
USD 54 k -USD 118 k -3,015 -68%
Accel Wealth Management
25
Accel Wealth Management
Iowa
USD 41 k +USD 156 +4 +0.4%
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