| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 209,165 | $9.69M | $14.68M | $4.98M | 51.43% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 5,034 | $235,603.65 | $356,155.5 | $120,551.85 | 51.17% |
Jill Batley Gateway Wealth Partners LLC | 5,364 | $355,770 | $379,342.08 | $23,572.08 | 6.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,515 | $152,145.65 | $178,817.51 | $26,671.86 | 17.53% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 92,101 | $5.3M | $6.55M | $1.25M | 23.5% |
| ARCA Exchange | US Country |
The company is a specialized investment fund that focuses primarily on incorporating a significant portion of its assets in securities belonging to a specific index, as well as in investments sharing similar economic characteristics with these securities. This approach is underlined by a commitment to invest at least 95% of its total assets in such financial instruments. The guiding index for these investments is fundamentally weighted and includes companies with high dividend yields. These companies are selected from the larger WisdomTree Global Dividend Index, representing a broad spectrum of dividend-paying entities across the United States, developed nations, and emerging markets globally. It's important to note that the fund operates with a non-diversified investment strategy, concentrating its investments in the described index constituents and their economic equivalents.
The fund dedicates a minimum of 95% of its total assets to investments in securities that are part of the selected index. These are companies identified for their high dividend yields and are drawn from a diverse range of geographical locations including the US, developed countries, and emerging markets. The investment in these securities is driven by the goal of replicating the economic characteristics of the index constituents, aiming to provide investors with similar returns to those of the index itself.
In addition to direct investment in the securities constituting the index, the fund seeks out financial instruments that, while not part of the index, exhibit substantially identical economic characteristics to those of the index constituents. This strategy enhances the fund's ability to mimic the index's performance, expanding its investment universe beyond the index constituents while still aligning closely with the index's overall economic profile.