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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 48.3 M +USD 315 k +8,409 +0.7%
PWS
2
Private Wealth Strategies
Ohio
USD 43.7 M +USD 1.09 M +29,233 +3%
Great Valley Advisor Group
3
Great Valley Advisor Group
Delaware
USD 30.8 M +USD 771 k +20,587 +3%
Morgan Stanley
4
Morgan Stanley
New York
USD 9.28 M -USD 3.09 M -82,633 -26%
Stratos Wealth Partners
5
Stratos Wealth Partners
Ohio
USD 3.59 M -USD 992 k -26,505 -22%
Private Advisor Group
6
Private Advisor Group
New Jersey
USD 3.54 M +USD 319 k +8,514 +10%
Wells Fargo
7
Wells Fargo
California
USD 3.43 M -USD 4.57 M -122,218 -58%
Cabot Wealth Management
8
Cabot Wealth Management
Massachusetts
USD 3.23 M +USD 52.8 k +1,410 +2%
LPL Financial
9
LPL Financial
California
USD 3.03 M +USD 178 k +4,743 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 2.94 M +USD 118 k +3,155 +4%
Insight Advisors
11
Insight Advisors
Pennsylvania
USD 2.79 M +USD 717 k +19,146 +36%
Financial Enhancement Group
12
Financial Enhancement Group
Indiana
USD 2.35 M -USD 72.1 k -1,926 -3%
Allworth Financial
13
Allworth Financial
California
USD 2.19 M -USD 197 k -5,270 -9%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 1.98 M +USD 1.91 M +51,163 Nuevas
KIA
15
KLR Investment Advisors
Rhode Island
USD 1.86 M +USD 43.3 k +1,157 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
USD 1.38 M +USD 48.2 k +1,288 +4%
My Legacy Advisors
17
My Legacy Advisors
Oregon
USD 1.21 M +USD 100 k +2,679 +10%
Raymond James Financial Services Advisors
18
Raymond James Financial Services Advisors
Florida
USD 1.07 M -USD 66.2 k -1,770 -6%
V Wealth Advisors
19
V Wealth Advisors
Kansas
USD 966 k +USD 36.2 k +966 +4%
BIP Wealth
20
BIP Wealth
Georgia
USD 962 k +USD 453 k +12,107 +95%
Patriot Financial Group Insurance Agency
21
Patriot Financial Group Insurance Agency
Massachusetts
USD 853 k -USD 9.5 k -254 -1%
Axxcess Wealth Management
22
Axxcess Wealth Management
California
USD 592 k – – –
RFG Advisory
23
RFG Advisory
Alabama
USD 562 k -USD 39 k -1,042 -7%
Osaic Holdings
24
Osaic Holdings
Arizona
USD 484 k -USD 310 k -8,271 -40%
T
25
TRUADVICE
Florida
USD 430 k -USD 39 k -1,041 -9%
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