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WisdomTree U.S. LargeCap Dividend Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Will Kelleher Lee-Kelleher Wealth Management | 381,301 | $30.29M | $37.32M | $7.03M | 23.2% |
 Cole Dimond Caliber Wealth Management LLC / KS | 16,563 | $1.31M | $1.63M | $311,468.92 | 23.69% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 22,431 | $1.74M | $2.2M | $457,177.39 | 26.2% |
 Longview Financial Advisors LLC Longview Financial Advisors LLC | 348 | $27,070.98 | $34,037.88 | $6,966.9 | 25.74% |
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 503 | $41,403.6 | $49,351.84 | $7,948.24 | 19.2% |
 Jon Lewis Midwest Trust Co | 4,809 | $399,323.78 | $471,835.03 | $72,511.25 | 18.16% |
 Lauren Sterling NerdWallet Wealth Partners LLC | 263,948 | $23.26M | $25.9M | $2.64M | 11.34% |
 Molly Wheeler Burk Holdings LLC | 10,800 | $939,924 | $1.06M | $119,070 | 12.67% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,700 | $678,244.59 | $755,023.5 | $76,778.91 | 11.32% |
