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icono de WTV

WisdomTree US Value Fund
WTV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Onyx Bridge Wealth Group
26
Onyx Bridge Wealth Group
New York
USD 16.8 M -USD 3.9 M -39,019 -19%
Systelligence LLC
27
Systelligence LLC
Minnesota
USD 16.3 M -USD 6.11 M -61,154 -28%
Flagship Harbor Advisors
28
Flagship Harbor Advisors
Massachusetts
USD 16.3 M +USD 839 k +8,401 +6%
Cornerstone Planning Group
29
Cornerstone Planning Group
New Jersey
USD 15.4 M +USD 469 k +4,690 +3%
626 Financial
30
626 Financial
Michigan
USD 15.1 M +USD 805 k +8,055 +6%
JP Morgan Chase
31
JP Morgan Chase
New York
USD 14.2 M -USD 535 k -5,359 -4%
Certuity
32
Certuity
Florida
USD 12.6 M +USD 3.12 M +31,181 +34%
Capital Asset Advisory Services
33
Capital Asset Advisory Services
Michigan
USD 11.9 M -USD 234 k -2,345 -2%
Axxcess Wealth Management
34
Axxcess Wealth Management
California
USD 11.9 M +USD 11.7 M +116,832 Nuevas
MML Investors Services
35
MML Investors Services
Massachusetts
USD 11.7 M +USD 2.66 M +26,624 +30%
Menora Mivtachim Holdings
36
Menora Mivtachim Holdings
Israel
USD 11.4 M – – –
Pine Grove Financial Group
37
Pine Grove Financial Group
Minnesota
USD 11.1 M +USD 213 k +2,135 +2%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
USD 10.9 M -USD 3.23 M -32,325 -23%
TFG
39
Team Financial Group
California
USD 10.8 M +USD 307 k +3,073 +3%
Global Retirement Partners
40
Global Retirement Partners
California
USD 9.8 M +USD 9.6 M +96,039 Nuevas
Equitable Holdings
41
Equitable Holdings
New York
USD 9.18 M +USD 233 k +2,333 +3%
AE Wealth Management
42
AE Wealth Management
Kansas
USD 8.62 M +USD 431 k +4,310 +5%
Ruggaard & Associates
43
Ruggaard & Associates
Ohio
USD 8.43 M +USD 280 k +2,807 +4%
Jones Financial Companies
44
Jones Financial Companies
Missouri
USD 8.27 M +USD 2.13 M +21,311 +36%
Western Wealth Management
45
Western Wealth Management
Colorado
USD 7.83 M +USD 2.81 M +28,153 +58%
D.A. Davidson & Co
46
D.A. Davidson & Co
Montana
USD 7.52 M +USD 7.07 M +70,737 +2,218%
Ceera Investments
47
Ceera Investments
Texas
USD 7.26 M +USD 1.97 M +19,680 +38%
Leslie Global Wealth
48
Leslie Global Wealth
Illinois
USD 7.08 M -USD 2.89 M -28,928 -42%
Columbia Advisory Partners
49
Columbia Advisory Partners
Washington
USD 6.77 M +USD 179 k +1,791 +3%
Ameritas Advisory Services
50
Ameritas Advisory Services
Nebraska
USD 6.75 M +USD 4.85 M +48,573 +273%
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