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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
251
Beacon Pointe Advisors
California
$1.02M -$247K -4,900 -19%
TFA
252
Teamwork Financial Advisors
Texas
$1.02M +$1.02M +20,196 New
CIAS
253
Capital Investment Advisory Services
North Carolina
$1.01M
RWM
254
Revisor Wealth Management
Ohio
$1.01M +$1.01M +20,055 New
Corient Private Wealth
255
Corient Private Wealth
Florida
$1M -$213K -4,235 -17%
GFG
256
Goldstone Financial Group
Illinois
$983K +$984K +19,556 New
AFP
257
Ausdal Financial Partners
Iowa
$972K +$700K +13,914 +257%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$966K +$712K +14,141 +279%
DAS
259
Dynamic Advisor Solutions
Arizona
$962K +$963K +19,138 New
DI
260
DFPG Investments
Utah
$957K -$82.8K -1,646 -8%
MMA
261
Miracle Mile Advisors
California
$955K -$8.79M -174,659 -90%
LMKC
262
L.M. Kohn & Company
Ohio
$884K +$885K +17,583 New
PPP
263
Private Portfolio Partners
New Jersey
$880K +$183K +3,633 +26%
AO
264
Advisor OS
Illinois
$864K -$238K -4,730 -22%
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$856K +$857K +17,027 New
SW
266
SVB Wealth
Massachusetts
$841K -$1.22M -24,335 -59%
HCA
267
Harbour Capital Advisors
Virginia
$833K -$15.1K -300 -2%
UFA
268
US Financial Advisors
Massachusetts
$813K +$814K +16,170 New
HWM
269
Howard Wealth Management
Connecticut
$803K -$253K -5,020 -24%
VC
270
Vicus Capital
Pennsylvania
$769K +$144K +2,860 +23%
MCM
271
Morton Capital Management
California
$765K +$766K +15,214 New
WA
272
Win Advisors
Florida
$750K -$40.3M -800,752 -99%
AIP
273
Almanack Investment Partners
Pennsylvania
$744K +$745K +14,805 New
MAG
274
Members Advisory Group
New York
$727K -$24.9K -494 -3%
VCP
275
Verus Capital Partners
Arizona
$719K +$72.2K +1,435 +11%