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 (%) |
|---|---|---|---|---|---|
 Future You Wealth LLC Future You Wealth LLC | 190,803 | $14.94M | $18.81M | $3.87M | 25.88% |
| DBR Darin Bond Roth Stenger Family Office LLC | 50,010 | $4.47M | $4.93M | $462,075.36 | 10.34% |
 David W. Sommer St. Clair Advisors LLC | 14,602 | $870,936.29 | $1.44M | $568,382.85 | 65.26% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 219 | $17,066.93 | $21,586.83 | $4,519.9 | 26.48% |
 Timothy Dwight SpringVest Wealth Management LLC | 4,125 | $320,906.24 | $406,601.25 | $85,695.01 | 26.7% |
| ECC Elizabeth C. Carr CLG LLC | 460,674 | $38.16M | $45.41M | $7.25M | 18.99% |
 Will Kelleher Lee-Kelleher Wealth Management | 381,301 | $30.29M | $37.58M | $7.3M | 24.09% |
 Cole Dimond Caliber Wealth Management LLC / KS | 13,553 | $1.08M | $1.34M | $260,219 | 24.19% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 22,030 | $1.71M | $2.17M | $457,706.26 | 26.71% |
 Longview Financial Advisors LLC Longview Financial Advisors LLC | 348 | $27,070.98 | $34,302.36 | $7,231.38 | 26.71% |
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 505 | $41,596.27 | $49,777.85 | $8,181.58 | 19.67% |
 Jon Lewis Midwest Trust Co | 4,809 | $399,323.78 | $482,486.97 | $83,163.19 | 20.83% |
 Lauren Sterling NerdWallet Wealth Partners LLC | 263,948 | $23.26M | $26.02M | $2.76M | 11.85% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,709 | $679,111.47 | $759,876.13 | $80,764.66 | 11.89% |
