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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FA
251
Fermata Advisors
California
$1.91M -$129K -2,569 -6%
PTC
252
Private Trust Company
Ohio
$1.89M -$637K -12,645 -25%
GVAG
253
Great Valley Advisor Group
Delaware
$1.87M +$480K +9,530 +34%
TNBTD
254
Trustmark National Bank Trust Department
Mississippi
$1.84M -$114K -2,264 -6%
CCA
255
Cobblestone Capital Advisors
New York
$1.84M +$559K +11,108 +44%
AWE
256
Avidian Wealth Enterprises
Texas
$1.78M +$1.79M +35,491 New
UB
257
UMB Bank
Missouri
$1.74M -$13.5K -269 -0.8%
IAN
258
Integrated Advisors Network
Texas
$1.74M -$133K -2,650 -7%
WMG
259
WESCAP Management Group
California
$1.74M +$19.9K +396 +1%
SC
260
Savant Capital
Illinois
$1.71M -$64.2K -1,275 -4%
GAA
261
Global Assets Advisory
Florida
$1.69M +$1.7M +33,687 New
PFA
262
Professional Financial Advisors
Nebraska
$1.61M -$553K -10,993 -25%
EWA
263
EP Wealth Advisors
California
$1.6M -$120K -2,389 -7%
GC
264
Guidance Capital
Kentucky
$1.6M -$92.4K -1,836 -5%
LWAM
265
Legacy Wealth Asset Management
Minnesota
$1.6M +$21K +418 +1%
GS
266
GTS Securities
Florida
$1.55M +$1.56M +30,897 New
FFA
267
Founders Financial Alliance
North Carolina
$1.54M +$697K +13,838 +82%
BRWA
268
B. Riley Wealth Advisors
Florida
$1.54M -$104K -2,075 -6%
EFS
269
Essex Financial Services
Connecticut
$1.49M -$547K -10,859 -27%
CFO
270
CVA Family Office
Colorado
$1.43M +$1.44M +28,527 New
NA
271
Nottingham Advisors
New York
$1.43M -$230K -4,574 -14%
QC
272
Quadrature Capital
United Kingdom
$1.42M -$36.1M -717,317 -96%
CWP
273
Core Wealth Partners
California
$1.41M -$234K -4,656 -14%
HI
274
Harbour Investments
Wisconsin
$1.41M -$311K -6,184 -18%
GBA
275
Garrison Bradford & Associates
New York
$1.4M +$13.3K +265 +1%