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WisdomTree U.S. MidCap Dividend Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 9,083 | $374,064.84 | $523,044.55 | $148,979.71 | 39.83% |
 Mariana Coli Dunhill Financial LLC | 1,440 | $75,657 | $82,800 | $7,143 | 9.44% |
 Lukas Lindgren Abound Wealth Management | 52 | $2,720.05 | $2,955.42 | $235.37 | 8.65% |
 Bert D. Barre Colonial Trust Co. / SC | 2,012 | $102,094.34 | $115,881.14 | $13,786.8 | 13.5% |
 Loni Adams Daymark Wealth Partners LLC | 5,430 | $229,401.76 | $312,740.85 | $83,339.09 | 36.33% |
| SS Stephen Smith Kestra Investment Management LLC | 4,931 | $244,183.15 | $284,000.94 | $39,817.79 | 16.31% |
| SR Scott Register Register Financial Advisors LLC | 301 | $15,964.91 | $17,048.64 | $1,083.73 | 6.79% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 3,816 | $199,576.8 | $219,858.84 | $20,282.04 | 10.16% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 928 | $48,753 | $53,466.72 | $4,713.72 | 9.67% |
 Joyce A. Kruzan Kaydan Wealth Management Inc. | 19,587 | $875,649.58 | $1.13M | $252,855.42 | 28.88% |
| FFL Financial Freedom LLC Financial Freedom LLC | 235 | $10,991 | $13,552.45 | $2,561.45 | 23.3% |
 Jeffrey Steele Silverlake Wealth Management LLC | 43,072 | $1.88M | $2.48M | $607,134.11 | 32.37% |
 Andrew Brady Brady Family Wealth LLC | 16,034 | $661,371.56 | $922,997.21 | $261,625.65 | 39.56% |
| PIL PFG Investments LLC PFG Investments LLC | 9,325 | $404,363.14 | $536,467.25 | $132,104.11 | 32.67% |
 Alexandra Stickelman Root Financial Partners, LLC | 1,198 | $62,655 | $68,920.94 | $6,265.94 | 10% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 38,776 | $2.03M | $2.23M | $201,239.58 | 9.92% |
 Lars Phillips RAM Investment Partners, LLC | 3,851 | $202,332 | $221,374.73 | $19,042.73 | 9.41% |
 Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 37,140 | $1.7M | $2.13M | $438,066.44 | 25.82% |
 Christopher C. Powers Farther Finance Advisors, LLC | 167,577 | $8.8M | $9.61M | $804,978.27 | 9.14% |
 DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 35,077 | $1.6M | $2.02M | $417,144.53 | 26.08% |
