Want to track DNL and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
WisdomTree Global ex-U.S. Quality Dividend Growth Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,612 | $341,390.89 | $384,568.86 | $43,177.97 | 12.65% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 172,379 | $7.96M | $7.66M | -$301,659.03 | -3.79% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 59 | $2,122.82 | $2,621.37 | $498.55 | 23.49% |
| AC Adam Claypool First Community Trust Na | 1,500 | $41,250 | $66,540 | $25,290 | 61.31% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 17,940 | $544,564.7 | $801,110.7 | $256,546 | 47.11% |
 Kyle P. Smith NewEdge Wealth LLC | 47,586 | $1.77M | $2.12M | $346,107.08 | 19.54% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 49,192 | $1.68M | $2.2M | $521,259.75 | 31.03% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,702 | $626,592.46 | $608,916.88 | -$17,675.58 | -2.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 304 | $11,885.8 | $13,506.72 | $1,620.92 | 13.64% |
 Jordan Szekely Cherrydale Wealth Management LLC | 10,420 | $447,919.76 | $463,690 | $15,770.24 | 3.52% |
 Christopher Schurmann Summit Investment Advisory Services LLC | 4,731 | $218,491 | $210,529.5 | -$7,961.5 | -3.64% |
 Michael Byun SageView Advisory Group LLC | 5,985 | $235,796 | $265,494.6 | $29,698.6 | 12.6% |
 Kristofer Gray Integrity Financial Corp. /WA | 10,441 | $389,576.26 | $463,006.14 | $73,429.88 | 18.85% |
 Kevin Zemann WealthPlan Investment Management LLC | 7,812 | $314,589.24 | $347,087.16 | $32,497.92 | 10.33% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 19,520 | $737,983.23 | $865,907.2 | $127,923.97 | 17.33% |
 Bert D. Barre Colonial Trust Co. / SC | 4,900 | $193,060 | $217,535.5 | $24,475.5 | 12.68% |
 Jeffrey Hanson Breakwater Capital Group | 46,993 | $1.6M | $2.08M | $488,124.27 | 30.57% |
 United Advisor Group LLC United Advisor Group, LLC | 11,478 | $443,716.93 | $509,164.08 | $65,447.15 | 14.75% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 24,083 | $971,143.49 | $1.08M | $107,772.5 | 11.1% |
 Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 51,756 | $2.39M | $2.32M | -$73,493.44 | -3.07% |
2026 © Marketlog. All Rights Reserved.
