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WisdomTree U.S. Efficient Core Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 49,934 | $2.95M | $2.95M | $4,466.76 | 0.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,608 | $487,248.52 | $627,357.12 | $140,108.6 | 28.76% |
 Daren Blonski Fermata Advisors LLC | 128,387 | $5.65M | $7.61M | $1.96M | 34.66% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,950 | $655,510.5 | $823,329 | $167,818.5 | 25.6% |
| WB William Bromley Innova Wealth Partners | 23,169 | $1.09M | $1.38M | $294,031.76 | 27.03% |
 Larry Herold Herold Advisors Inc. | 23,000 | $936,701 | $1.36M | $426,394 | 45.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,333 | $60,398.23 | $78,833.62 | $18,435.39 | 30.52% |
 Dominic Corabi Wedmont Private Capital | 10,054 | $441,471.14 | $598,263.27 | $156,792.13 | 35.52% |
 Ana-Maria Ignat Covestor Ltd | 199 | $9,769.56 | $11,856.42 | $2,086.86 | 21.36% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 12,216 | $658,410.9 | $726,852 | $68,441.1 | 10.39% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 13,251 | $479,654.56 | $791,217.21 | $311,562.65 | 64.96% |
 Kevin Zemann WealthPlan Investment Management LLC | 11,605 | $606,283.19 | $686,319.7 | $80,036.51 | 13.2% |
 Lukas Lindgren Abound Wealth Management | 106 | $5,547.33 | $6,331.24 | $783.91 | 14.13% |
 Charles Mattingly Leading Edge Financial Planning LLC | 43,755 | $1.8M | $2.6M | $808,619.57 | 45.04% |
 Christopher C. Powers Farther Finance Advisors, LLC | 732 | $41,189.29 | $43,290.48 | $2,101.19 | 5.1% |
 Menachem Striks Morton Capital Management LLC/CA | 33,148 | $1.56M | $1.98M | $417,345.68 | 26.74% |
 Benj Foor Frazier Financial Advisors, LLC | 439 | $21,994.48 | $25,909.78 | $3,915.3 | 17.8% |
 United Advisor Group LLC United Advisor Group, LLC | 15,457 | $747,351.47 | $913,044.99 | $165,693.52 | 22.17% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 13,119 | $684,155.55 | $775,792.06 | $91,636.51 | 13.39% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 623 | $33,700.44 | $37,052.92 | $3,352.48 | 9.95% |
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