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WisdomTree Efficient Gold Plus Equity Strategy Fund

名前 保有額 取引額 株数
増減
保有比率の
変化
Modern Wealth Management
26
Modern Wealth Management
Kansas
$122万 – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$121万 +$14万 +2,116 +12%
Sanctuary Advisors
28
Sanctuary Advisors
Indiana
$112万 -$79.6万 -11,995 -40%
Worth Asset Management
29
Worth Asset Management
Texas
$103万 -$9.16万 -1,380 -8%
Brown Advisory
30
Brown Advisory
Maryland
$78.2万 – – –
Lunt Capital Management
31
Lunt Capital Management
Utah
$77.9万 -$1.84万 -278 -2%
M Wealth Management LLC
32
M Wealth Management LLC
California
$72万 +$6.18万 +932 +9%
Elm3 Financial Group
33
Elm3 Financial Group
Georgia
$64.3万 -$5.12万 -771 -7%
LPL Financial
34
LPL Financial
California
$53.8万 +$33.1万 +4,989 +131%
Triton Wealth Management
35
Triton Wealth Management
Arizona
$51.2万 -$586万 -88,292 -91%
XY Planning Network
36
XY Planning Network
Montana
$48.3万 +$4,513 +68 +0.9%
UBS Group
37
UBS Group
Switzerland
$48.2万 -$7,167 -108 -1%
Redhawk Wealth Advisors
38
Redhawk Wealth Advisors
Minnesota
$40万 -$3.41万 -514 -7%
Howard Bailey Securities
39
Howard Bailey Securities
Indiana
$36.9万 -$11.3万 -1,705 -22%
Optivise Advisory Services
40
Optivise Advisory Services
Tennessee
$36.8万 – – –
Kelman-Lazarov Inc
41
Kelman-Lazarov Inc
Tennessee
$36.7万 – – –
Atria Investments
42
Atria Investments
North Carolina
$33.5万 -$20.6万 -3,103 -36%
J. Hagan Capital
43
J. Hagan Capital
Kentucky
$31.4万 +$6.5万 +980 +24%
CreativeOne Wealth
44
CreativeOne Wealth
Kansas
$30.3万 +$796 +12 +0.2%
Prospera Financial Services
45
Prospera Financial Services
Texas
$30.1万 -$9.06万 -1,365 -22%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$27.3万 -$61.1万 -9,209 -67%
Quantinno Capital Management
47
Quantinno Capital Management
New York
$27.2万 -$17.8万 -2,684 -38%
Corient Private Wealth
48
Corient Private Wealth
Florida
$26.9万 +$29.2万 +4,404 新規
NWMP
49
Noble Wealth Management PBC
Colorado
$25.1万 +$7.5万 +1,130 +38%
Regatta Research & Money Management
50
Regatta Research & Money Management
Louisiana
$25.1万 +$27.3万 +4,107 新規