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ícone de AIVI

WisdomTree International AI Enhanced Value Fund
AIVI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Morgan Stanley
1
Morgan Stanley
New York
US$ 2,86 mi -US$ 374 mil -6.596 -11%
LPL Financial
2
LPL Financial
California
US$ 2,64 mi +US$ 122 mil +2.151 +5%
BIP Wealth
3
BIP Wealth
Georgia
US$ 1,92 mi +US$ 156 mil +2.741 +9%
Jones Financial Companies
4
Jones Financial Companies
Missouri
US$ 863 mil +US$ 3,12 mil +55 +0,4%
Truvestments Capital
5
Truvestments Capital
Florida
US$ 829 mil -US$ 15 mil -264 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
US$ 676 mil +US$ 28,8 mil +507 +4%
Savant Capital
7
Savant Capital
Illinois
US$ 550 mil +US$ 283 mil +4.980 +100%
XML Financial
8
XML Financial
Maryland
US$ 503 mil -US$ 6,92 mil -122 -1%
Citadel Advisors
9
Citadel Advisors
Florida
US$ 407 mil -US$ 31,9 mil -562 -7%
EP Wealth Advisors
10
EP Wealth Advisors
California
US$ 336 mil – – –
Creative Planning
11
Creative Planning
Kansas
US$ 293 mil -US$ 3,97 mil -70 -1%
Raymond James Financial
12
Raymond James Financial
Florida
US$ 271 mil +US$ 33,5 mil +590 +14%
MA
13
Mezzasalma Advisors
New Jersey
US$ 256 mil +US$ 4,6 mil +81 +2%
Wells Fargo
14
Wells Fargo
California
US$ 233 mil +US$ 95,9 mil +1.690 +69%
Stifel Financial
15
Stifel Financial
Missouri
US$ 225 mil -US$ 2,84 mil -50 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
US$ 210 mil – – –
NewEdge Advisors
17
NewEdge Advisors
Louisiana
US$ 182 mil +US$ 151 mil +2.654 +462%
Institute for Wealth Management
18
Institute for Wealth Management
Colorado
US$ 151 mil +US$ 152 mil +2.679 Nova
GHP Investment Advisors
19
GHP Investment Advisors
Colorado
US$ 149 mil -US$ 34,6 mil -609 -19%
Larson Financial Group
20
Larson Financial Group
Missouri
US$ 148 mil +US$ 4,2 mil +74 +3%
TD Waterhouse Canada
21
TD Waterhouse Canada
Ontario, Canada
US$ 145 mil – – –
Arax Advisory Partners
22
Arax Advisory Partners
Colorado
US$ 98,7 mil +US$ 99,5 mil +1.753 Nova
IMA Advisory Services
23
IMA Advisory Services
Colorado
US$ 77,5 mil +US$ 78,1 mil +1.377 Nova
William Blair & Company
24
William Blair & Company
Illinois
US$ 68,1 mil – – –
Spire Wealth Management
25
Spire Wealth Management
Virginia
US$ 55,8 mil – – –
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