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icono de USMF

WisdomTree US Multifactor Fund
USMF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HighTower Advisors
1
HighTower Advisors
Illinois
USD 39.2 M +USD 492 k +13,160 +1%
PWS
2
Private Wealth Strategies
Ohio
USD 36.5 M +USD 561 k +15,013 +1%
Great Valley Advisor Group
3
Great Valley Advisor Group
Delaware
USD 29.3 M +USD 2.82 M +75,319 +10%
Goldman Sachs
4
Goldman Sachs
New York
USD 4.4 M +USD 129 k +3,448 +3%
Raymond James Financial Services Advisors
5
Raymond James Financial Services Advisors
Florida
USD 3.75 M -USD 35.8 k -957 -0.9%
Cabot Wealth Management
6
Cabot Wealth Management
Massachusetts
USD 2.44 M +USD 120 k +3,207 +5%
Insight Advisors
7
Insight Advisors
Pennsylvania
USD 2.41 M +USD 63.4 k +1,695 +2%
Financial Enhancement Group
8
Financial Enhancement Group
Indiana
USD 2.21 M +USD 145 k +3,885 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 1.97 M +USD 1.71 M +45,857 +386%
Morgan Stanley
10
Morgan Stanley
New York
USD 1.87 M +USD 126 k +3,360 +7%
AE Wealth Management
11
AE Wealth Management
Kansas
USD 1.81 M +USD 87.8 k +2,349 +5%
Private Advisor Group
12
Private Advisor Group
New Jersey
USD 1.75 M +USD 123 k +3,283 +7%
55I LLC
13
55I LLC
Massachusetts
USD 1.07 M +USD 273 k +7,291 +30%
LPL Financial
14
LPL Financial
California
USD 1.05 M -USD 16.7 k -448 -1%
My Legacy Advisors
15
My Legacy Advisors
Oregon
USD 989 k +USD 197 k +5,280 +23%
RVW Wealth
16
RVW Wealth
California
USD 946 k +USD 1.03 M +27,686 Nuevas
Wells Fargo
17
Wells Fargo
California
USD 728 k +USD 102 k +2,721 +15%
Patriot Financial Group Insurance Agency
18
Patriot Financial Group Insurance Agency
Massachusetts
USD 709 k -USD 13.1 k -350 -2%
RFG Advisory
19
RFG Advisory
Alabama
USD 692 k -USD 3.22 k -86 -0.5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
USD 625 k -USD 623 k -16,676 -48%
Zimmermann Investment Management & Planning
21
Zimmermann Investment Management & Planning
Pennsylvania
USD 617 k +USD 675 k +18,066 Nuevas
Axxcess Wealth Management
22
Axxcess Wealth Management
California
USD 522 k – – –
Osaic Holdings
23
Osaic Holdings
Arizona
USD 515 k +USD 35.1 k +939 +7%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
USD 504 k – – –
T
25
TRUADVICE
Florida
USD 461 k -USD 24.4 k -654 -5%
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