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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Mutual Advisors
Nebraska
$572K +$572K +11,374 New
UWM
252
USAdvisors Wealth Management
Minnesota
$570K +$570K +11,334 New
AF
253
Apexium Financial
Texas
$556K -$17.9K -356 -3%
VIM
254
Vista Investment Management
Pennsylvania
$541K -$193K -3,835 -26%
SC
255
Savant Capital
Illinois
$540K -$52.7K -1,048 -9%
JCIA
256
Jackson Creek Investment Advisors
Colorado
$521K +$521K +10,358 New
RIA
257
Regal Investment Advisors
Michigan
$519K +$520K +10,326 New
LA
258
Latitude Advisors
Florida
$519K +$519K +10,319 New
ACM
259
Absolute Capital Management
Pennsylvania
$518K -$3.82M -75,883 -88%
IA
260
Insight Advisors
Pennsylvania
$511K +$10.8K +214 +2%
TA
261
Tiedemann Advisors
New York
$503K +$503K +10,000 New
Vontobel Holding
262
Vontobel Holding
Switzerland
$501K
CCG
263
Cypress Capital Group
Florida
$500K +$82.8K +1,645 +20%
US Bancorp
264
US Bancorp
Minnesota
$492K +$347K +6,906 +240%
CCA
265
Cobblestone Capital Advisors
New York
$487K +$488K +9,696 New
HCA
266
Heck Capital Advisors
Wisconsin
$470K +$704 +14 +0.2%
IHL
267
Investment House LLC
California
$457K -$60K -1,192 -12%
VWA
268
VERITY Wealth Advisors
United States
$452K +$1.46K +29 +0.3%
OCM
269
One Capital Management
California
$430K +$430K +8,553 New
FAIM
270
Financial Advocates Investment Management
Washington
$430K +$4.88K +97 +1%
AWS
271
Atria Wealth Solutions
New York
$423K -$292K -5,796 -41%
NA
272
Nottingham Advisors
New York
$421K +$1.06K +21 +0.3%
ACM
273
Advisors Capital Management
New Jersey
$416K -$54.2K -1,078 -12%
RJT
274
Raymond James Trust
Florida
$402K +$96.8K +1,925 +32%
EWA
275
EP Wealth Advisors
California
$374K +$374K +7,431 New