Want to track EES and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
WisdomTree U.S. SmallCap Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 900 | $44,838 | $61,182 | $16,344 | 36.45% |
 Means Investment Company Means Investment Company Inc. | 10,915 | $376,669.76 | $742,001.7 | $365,331.94 | 96.99% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,825 | $591,038.64 | $733,393.75 | $142,355.11 | 24.09% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 5,811 | $313,621.31 | $394,654.06 | $81,032.75 | 25.84% |
| YA Yinka Akinsola Blue Trust Inc. | 2,708 | $132,268.96 | $183,358.68 | $51,089.72 | 38.63% |
 Kyle P. Smith NewEdge Wealth LLC | 4,380 | $254,259 | $296,569.8 | $42,310.8 | 16.64% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 375 | $15,971.25 | $25,441.87 | $9,470.62 | 59.3% |
 Matthew Liebman Amplius Wealth Advisors LLC | 65,656 | $3.35M | $4.46M | $1.11M | 33.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,256 | $112,764.8 | $153,069.6 | $40,304.8 | 35.74% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 93,890 | $4.2M | $6.37M | $2.16M | 51.5% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 1,350 | $57,496.5 | $91,543.5 | $34,047 | 59.22% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 134,121 | $6.71M | $9.09M | $2.39M | 35.55% |
 Joshua Ryder Taff New Perspectives Inc. | 20,913 | $890,734.67 | $1.42M | $527,375.86 | 59.21% |
 Caroline Jankowski Operose Advisors LLC | 27 | $1,537.11 | $1,831.41 | $294.3 | 19.15% |
 Ana-Maria Ignat Covestor Ltd | 190 | $9,834.36 | $12,973.2 | $3,138.84 | 31.92% |
 Marc H. Stone Tyler-Stone Wealth Management | 18,197 | $918,667.1 | $1.24M | $323,824.06 | 35.25% |
 David Hunter Horizons Wealth Management | 832 | $34,211.84 | $57,091.84 | $22,880 | 66.88% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 100 | $4,112 | $6,757 | $2,645 | 64.32% |
 Mariana Coli Dunhill Financial LLC | 62 | $3,091.21 | $4,189.34 | $1,098.13 | 35.52% |
| SR Scott Register Register Financial Advisors LLC | 1,649 | $92,457.03 | $111,241.54 | $18,784.51 | 20.32% |
