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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RL
251
Retireful LLC
Michigan
$2.49M -$377K -7,480 -13%
NWM
252
Napa Wealth Management
California
$2.48M -$6.35M -126,097 -72%
PPW
253
Pasadena Private Wealth
California
$2.47M +$190K +3,769 +8%
SFS
254
Sowell Financial Services
Arkansas
$2.45M +$233K +4,621 +10%
NP
255
NorthRock Partners
Minnesota
$2.43M +$2.44M +48,406 New
CMMS
256
Comprehensive Money Management Services
Florida
$2.37M +$182K +3,606 +8%
BCG
257
Bravias Capital Group
New Jersey
$2.37M +$213K +4,239 +10%
TNBTD
258
Trustmark National Bank Trust Department
Mississippi
$2.36M -$94K -1,866 -4%
FFA
259
Farther Finance Advisors
California
$2.35M +$533K +10,586 +29%
PFA
260
Professional Financial Advisors
Nebraska
$2.33M -$276K -5,484 -11%
PPWP
261
Premier Path Wealth Partners
New Jersey
$2.32M +$25.3K +503 +1%
RA
262
RFG Advisory
Alabama
$2.27M -$505K -10,035 -18%
WP
263
WealthShield Partners
North Carolina
$2.27M +$139K +2,754 +6%
PFA
264
Portland Financial Advisors
New York
$2.27M -$36.9K -733 -2%
AWM
265
Avaii Wealth Management
Wisconsin
$2.26M -$31.2K -619 -1%
Comerica Bank
266
Comerica Bank
Texas
$2.25M -$416K -8,251 -16%
RCS
267
Retirement Capital Strategies
California
$2.21M -$6.19K -123 -0.3%
EP
268
Edgestream Partners
New Jersey
$2.2M
VCM
269
Virtue Capital Management
Tennessee
$2.16M +$1.25M +24,788 New
WP
270
Westmount Partners
California
$2.15M +$9.97K +198 +0.5%
FA
271
Fermata Advisors
California
$2.09M +$129K +2,565 +7%
RWM
272
Riverchase Wealth Management
Texas
$2.08M -$139K -2,769 -6%
SIAG
273
Safeguard Investment Advisory Group
California
$2.04M +$53.4K +1,061 +3%
CPA
274
Clear Point Advisors
New York
$1.96M -$535K -10,625 -21%
GAA
275
Global Assets Advisory
Florida
$1.95M -$216K -4,286 -10%