Want to track DLN and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
WisdomTree U.S. LargeCap Dividend Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| THL Team Hewins LLC Team Hewins LLC | 7,128 | $586,849.26 | $701,929.8 | $115,080.54 | 19.61% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 66,825 | $5.9M | $6.58M | $686,235.19 | 11.64% |
 Jill Batley Gateway Wealth Partners LLC | 10,836 | $962,803.82 | $1.07M | $103,892.02 | 10.79% |
 Brett Carleton Heritage Wealth Management Inc./Texas | 5,348 | $394,082.3 | $526,457.12 | $132,374.82 | 33.59% |
 Andrew Brady Brady Family Wealth LLC | 2,617 | $205,591.72 | $257,185.67 | $51,593.95 | 25.1% |
| PIL PFG Investments LLC PFG Investments LLC | 9,247 | $587,565.37 | $909,349.98 | $321,784.61 | 54.77% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 3,233 | $205,619.14 | $317,803.9 | $112,184.76 | 54.56% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 50,550 | $3.77M | $4.97M | $1.2M | 31.82% |
 Annmarie Young KPP Advisory Services LLC | 17,673 | $1.42M | $1.74M | $321,084.4 | 22.67% |
 Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 5,573 | $369,935.47 | $547,825.9 | $177,890.43 | 48.09% |
 Elliot Kallen Prosperity Wealth Management, Inc. | 2,525 | $219,802.09 | $248,207.5 | $28,405.41 | 12.92% |
 John M Roach Waterway Wealth Management, LLC | 655,697 | $47.57M | $64.44M | $16.86M | 35.45% |
 Christopher C. Powers Farther Finance Advisors, LLC | 23,615 | $2.03M | $2.31M | $278,969.44 | 13.75% |
 Jon Greer GSG Advisors LLC | 19,303 | $1.72M | $1.9M | $173,790.5 | 10.08% |
 Jesse Steele Etesian Wealth Advisors, Inc. | 56,416 | $4.7M | $5.55M | $846,697.11 | 18.01% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 110,950 | $9.33M | $10.91M | $1.58M | 16.98% |
 James Rankin Modern Wealth Management, LLC | 5,100 | $403,598.89 | $501,610.5 | $98,011.61 | 24.28% |
 Benj Foor Frazier Financial Advisors, LLC | 6,255 | $415,769.85 | $615,210.52 | $199,440.67 | 47.97% |
 Amir Har-El Savvy Advisors, Inc. | 15,490 | $1.38M | $1.52M | $139,951.85 | 10.11% |
 Kevin M. Fox Fox Financial, Inc | 313,429 | $21.58M | $30.83M | $9.25M | 42.85% |
