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icono de WTV

WisdomTree US Value Fund
WTV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 329 M -USD 30.2 M -301,932 -9%
Raymond James Financial
2
Raymond James Financial
Florida
USD 190 M +USD 12.6 M +125,800 +7%
Morgan Stanley
3
Morgan Stanley
New York
USD 172 M +USD 7.4 M +74,096 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 168 M -USD 33.3 M -333,572 -17%
Osaic Holdings
5
Osaic Holdings
Arizona
USD 132 M -USD 12.2 M -121,940 -9%
HighTower Advisors
6
HighTower Advisors
Illinois
USD 129 M +USD 2.51 M +25,098 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
USD 64.8 M +USD 11.1 M +111,595 +21%
FCT
8
First Community Trust
Iowa
USD 55.5 M +USD 54.5 M +545,821 Nuevas
Kestra Advisory Services
9
Kestra Advisory Services
Texas
USD 52.6 M +USD 9.17 M +91,797 +22%
Bank of America
10
Bank of America
North Carolina
USD 40.5 M +USD 8.24 M +82,496 +26%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
USD 39.2 M +USD 7.62 M +76,303 +25%
Stifel Financial
12
Stifel Financial
Missouri
USD 36.2 M +USD 281 k +2,811 +0.8%
Private Advisor Group
13
Private Advisor Group
New Jersey
USD 36.2 M +USD 20.7 M +207,631 +140%
RC
14
Resolute Capital
South Carolina
USD 35.2 M +USD 9.18 M +91,888 +36%
Harel Insurance Investments & Financial Services
15
Harel Insurance Investments & Financial Services
Israel
USD 27.1 M +USD 26.7 M +266,800 Nuevas
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
USD 26 M +USD 1.08 M +10,785 +5%
AFS
17
Anderson Financial Strategies
Ohio
USD 24.2 M +USD 227 k +2,270 +1%
Legacy Financial Advisors
18
Legacy Financial Advisors
Kentucky
USD 23.1 M +USD 115 k +1,153 +0.5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 22.6 M +USD 148 k +1,482 +0.7%
Oppenheimer & Co
20
Oppenheimer & Co
New York
USD 21.5 M +USD 1.4 M +13,985 +7%
TCOT
21
Trust Company of Toledo
Ohio
USD 20.4 M +USD 3.2 M +32,064 +19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 19.2 M -USD 824 k -8,252 -4%
PA
23
Prism Advisors
California
USD 18.8 M +USD 31.2 k +312 +0.2%
Ameritas Investment Partners
24
Ameritas Investment Partners
Nebraska
USD 17.7 M +USD 872 k +8,727 +5%
Venture Visionary Partners
25
Venture Visionary Partners
Ohio
USD 17.6 M +USD 885 k +8,856 +5%
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