Want to track DLS and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
WisdomTree International SmallCap Dividend Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timothy Gerlach Novem Group | 2,799 | $234,567 | $240,560.05 | $5,993.05 | 2.55% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 268 | $21,724.58 | $23,033.26 | $1,308.68 | 6.02% |
 Drew Phillips Fortitude Family Office LLC | 43 | $3,483.43 | $3,671.77 | $188.34 | 5.41% |
 Bert D. Barre Colonial Trust Co. / SC | 525 | $33,259.2 | $44,777.25 | $11,518.05 | 34.63% |
 Christopher Casanega Sharper & Granite LLC | 14,493 | $850,554.55 | $1.24M | $386,205.6 | 45.41% |
 Benjamin Cannon Tillman Hartley LLC | 6,458 | $378,400.46 | $551,093.43 | $172,692.97 | 45.64% |
 Courtney Holt Compound Planning, Inc. | 90,795 | $6.05M | $7.75M | $1.69M | 27.97% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 2,589 | $153,942.35 | $220,939.56 | $66,997.21 | 43.52% |
 Christopher C. Powers Farther Finance Advisors, LLC | 10,242 | $746,220.22 | $876,817.62 | $130,597.4 | 17.5% |
 Matthew J. Syverson Sound Stewardship, LLC | 6,898 | $400,431.71 | $597,090.88 | $196,659.17 | 49.11% |
 MICHAEL DE LUZ Williams & Novak, LLC | 5,353 | $341,765.09 | $463,355.68 | $121,590.59 | 35.58% |
 Benj Foor Frazier Financial Advisors, LLC | 2,514 | $160,764.6 | $216,065.73 | $55,301.13 | 34.4% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 10,580 | $677,172.13 | $901,416 | $224,243.87 | 33.11% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,806 | $135,779.24 | $154,115.01 | $18,335.77 | 13.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5 | $407.34 | $428.05 | $20.71 | 5.08% |
 Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 9,520 | $745,764.65 | $824,051.2 | $78,286.55 | 10.5% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 35,382 | $2.25M | $3.02M | $762,076.74 | 33.8% |
 Douglas E. Morisoli Fairman Group, LLC | 1,851 | $119,775.18 | $159,084.19 | $39,309.01 | 32.82% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 100 | $8,150 | $8,539 | $389 | 4.77% |
 Michael D. Kim Marathon Strategic Advisors, LLC | 25,385 | $1.63M | $2.17M | $536,273.07 | 32.9% |
2026 © Marketlog. All Rights Reserved.
