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ícone de GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Modern Wealth Management
26
Modern Wealth Management
Kansas
US$ 1,22 mi – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
US$ 1,21 mi +US$ 140 mil +2.116 +12%
Sanctuary Advisors
28
Sanctuary Advisors
Indiana
US$ 1,12 mi -US$ 796 mil -11.995 -40%
Worth Asset Management
29
Worth Asset Management
Texas
US$ 1,03 mi -US$ 91,6 mil -1.380 -8%
Brown Advisory
30
Brown Advisory
Maryland
US$ 782 mil – – –
Lunt Capital Management
31
Lunt Capital Management
Utah
US$ 779 mil -US$ 18,4 mil -278 -2%
M Wealth Management LLC
32
M Wealth Management LLC
California
US$ 720 mil +US$ 61,8 mil +932 +9%
Elm3 Financial Group
33
Elm3 Financial Group
Georgia
US$ 643 mil -US$ 51,2 mil -771 -7%
LPL Financial
34
LPL Financial
California
US$ 538 mil +US$ 331 mil +4.989 +131%
Triton Wealth Management
35
Triton Wealth Management
Arizona
US$ 512 mil -US$ 5,86 mi -88.292 -91%
XY Planning Network
36
XY Planning Network
Montana
US$ 483 mil +US$ 4,51 mil +68 +0,9%
UBS Group
37
UBS Group
Switzerland
US$ 482 mil -US$ 7,17 mil -108 -1%
Redhawk Wealth Advisors
38
Redhawk Wealth Advisors
Minnesota
US$ 400 mil -US$ 34,1 mil -514 -7%
Howard Bailey Securities
39
Howard Bailey Securities
Indiana
US$ 369 mil -US$ 113 mil -1.705 -22%
Optivise Advisory Services
40
Optivise Advisory Services
Tennessee
US$ 368 mil – – –
Kelman-Lazarov Inc
41
Kelman-Lazarov Inc
Tennessee
US$ 367 mil – – –
Atria Investments
42
Atria Investments
North Carolina
US$ 335 mil -US$ 206 mil -3.103 -36%
J. Hagan Capital
43
J. Hagan Capital
Kentucky
US$ 314 mil +US$ 65 mil +980 +24%
CreativeOne Wealth
44
CreativeOne Wealth
Kansas
US$ 303 mil +US$ 796 +12 +0,2%
Prospera Financial Services
45
Prospera Financial Services
Texas
US$ 301 mil -US$ 90,6 mil -1.365 -22%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
US$ 273 mil -US$ 611 mil -9.209 -67%
Quantinno Capital Management
47
Quantinno Capital Management
New York
US$ 272 mil -US$ 178 mil -2.684 -38%
Corient Private Wealth
48
Corient Private Wealth
Florida
US$ 269 mil +US$ 292 mil +4.404 Nova
NWMP
49
Noble Wealth Management PBC
Colorado
US$ 251 mil +US$ 75 mil +1.130 +38%
Regatta Research & Money Management
50
Regatta Research & Money Management
Louisiana
US$ 251 mil +US$ 273 mil +4.107 Nova
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