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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 | $3.03M | $77,370.4 | 2.62% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,608 | $487,248.52 | $638,919.84 | $151,671.32 | 31.13% |
 Daren Blonski Fermata Advisors LLC | 117,673 | $5.02M | $6.88M | $1.86M | 36.96% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 18,033 | $947,497.91 | $1.05M | $107,071.93 | 11.3% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,950 | $655,510.5 | $815,796 | $160,285.5 | 24.45% |
| WB William Bromley Innova Wealth Partners | 23,169 | $1.09M | $1.35M | $266,924.03 | 24.53% |
 Larry Herold Herold Advisors Inc. | 24,000 | $977,441 | $1.4M | $426,079 | 43.59% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,333 | $60,398.23 | $77,953.84 | $17,555.61 | 29.07% |
 Dominic Corabi Wedmont Private Capital | 10,054 | $441,471.14 | $587,957.92 | $146,486.78 | 33.18% |
 Ana-Maria Ignat Covestor Ltd | 199 | $9,769.56 | $12,059.4 | $2,289.84 | 23.44% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 12,216 | $658,410.9 | $733,570.79 | $75,159.89 | 11.42% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 13,251 | $479,654.56 | $774,918.48 | $295,263.92 | 61.56% |
 Jim Clark Worth Asset Management LLC | 3,623 | $213,938.15 | $211,873.04 | -$2,065.11 | -0.97% |
 Kevin Zemann WealthPlan Investment Management LLC | 13,397 | $695,990.71 | $783,456.56 | $87,465.85 | 12.57% |
 Lukas Lindgren Abound Wealth Management | 106 | $5,547.33 | $6,198.88 | $651.55 | 11.75% |
 Charles Mattingly Leading Edge Financial Planning LLC | 43,755 | $1.8M | $2.63M | $832,028.46 | 46.34% |
 Christopher C. Powers Farther Finance Advisors, LLC | 745 | $41,901.82 | $43,567.6 | $1,665.78 | 3.98% |
 Menachem Striks Morton Capital Management LLC/CA | 33,148 | $1.56M | $1.94M | $377,568.08 | 24.19% |
 Benj Foor Frazier Financial Advisors, LLC | 439 | $21,994.48 | $26,550.72 | $4,556.24 | 20.72% |
 United Advisor Group LLC United Advisor Group, LLC | 15,457 | $747,351.47 | $903,925.36 | $156,573.89 | 20.95% |
