| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 211,878 | $6.46M | $7.8M | $1.34M | 20.76% |
Chandler te Velde Maia Wealth LLC | 62,172 | $2.14M | $2.29M | $152,184.23 | 7.12% |
Smart Wealth LLC Smart Wealth LLC | 156,939 | $4.73M | $5.77M | $1.03M | 21.86% |
| DN Daniel Newman Noble Wealth Management PBC | 400 | $12,065.85 | $14,734.12 | $2,668.27 | 22.11% |
| BATS Exchange | US Country |
The investment described is a financial vehicle aimed at achieving capital appreciation by primarily engaging in the purchase of equity securities from developed markets, with the notable exception of the United States and Canada. Through its active management strategy, which employs a model-based approach, this fund targets companies that not only show promise for future returns but also align with stringent environmental, social, and governance (ESG) criteria. This unique approach, developed by WisdomTree Asset Management, underscores the fund’s commitment to ethical investing while seeking to maximize returns for investors. It is important to note that this fund is non-diversified, meaning it may focus on a smaller number of investments that meet its criteria more closely than a diversified fund would.
This strategy involves using a systematic model to guide investment decisions, aiming to capitalize on market opportunities by selecting equity securities that exhibit the potential for high future returns. It leverages advanced analytics to assess various factors that could impact the value of investments in developed markets outside the U.S. and Canada.
The primary focus is on acquiring stocks of companies located in developed countries, excluding the U.S. and Canada. This approach allows investors to diversify their portfolio internationally, tapping into the growth potential of developed markets that adhere to the high regulatory, governance, and business standards.
Investments are selected not just on financial criteria but also on their environmental, social, and governance characteristics. This is indicative of the fund’s commitment to responsible investing. The incorporation of ESG factors is intended to reduce risks associated with non-sustainable business practices and to identify companies that are leaders in adopting sustainable and ethical operations.