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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Patron Partners
Texas
$1.54M -$39.9K -793 -3%
Truist Financial
227
Truist Financial
North Carolina
$1.54M -$744K -14,788 -33%
FW
228
FirstPurpose Wealth
Utah
$1.53M -$882K -17,520 -37%
B
229
Bridgeworth
Alabama
$1.51M -$47.1K -935 -3%
SFS
230
Sowell Financial Services
Arkansas
$1.5M +$172K +3,417 +13%
FSA
231
Financial Sense Advisors
California
$1.49M -$24.7M -491,079 -94%
CAL
232
Capital Advisors Ltd
Ohio
$1.43M -$236K -4,684 -14%
MTC
233
Matrix Trust Company
Colorado
$1.42M +$129K +2,556 +10%
CHJWM
234
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.4M +$32.8K +652 +2%
AWE
235
Avidian Wealth Enterprises
Texas
$1.32M +$1.32M +26,307 New
PFS
236
Prospera Financial Services
Texas
$1.3M +$439K +8,725 +51%
PTC
237
Private Trust Company
Ohio
$1.29M +$291K +5,788 +29%
CP
238
Castleview Partners
Texas
$1.27M +$123K +2,452 +11%
SIA
239
SkyView Investment Advisors
New Jersey
$1.26M -$3.79M -75,352 -75%
PMG
240
ProVise Management Group
Florida
$1.22M -$42.4K -842 -3%
FPB
241
First PREMIER Bank
South Dakota
$1.19M +$902K +17,914 +310%
MAG
242
Mayfair Advisory Group
Alabama
$1.18M +$15.7K +312 +1%
SFG
243
StrategIQ Financial Group
Indiana
$1.14M +$1.14M +22,691 New
CA
244
CGN Advisors
Kansas
$1.14M -$50K -994 -4%
Creative Planning
245
Creative Planning
Kansas
$1.13M -$364K -7,230 -24%
WCFA
246
Walkner Condon Financial Advisors
Wisconsin
$1.12M +$1.12M +22,297 New
NW
247
NewEdge Wealth
Pennsylvania
$1.1M +$93.4K +1,855 +9%
PGWM
248
Parisi Gray Wealth Management
New Jersey
$1.07M +$1.08M +21,363 New
Fiera Capital (Canada)
249
Fiera Capital (Canada)
Quebec, Canada
$1.06M +$1.07M +21,164 New
KWM
250
Keebeck Wealth Management
Illinois
$1.03M -$220K -4,370 -18%