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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
251
Conservest Capital Advisors
Pennsylvania
$3.17M +$2.7M +53,514 +562%
EFG
252
Ethos Financial Group
Pennsylvania
$3.11M -$1.27M -25,283 -29%
AF
253
Allworth Financial
California
$3.1M -$76.7K -1,522 -2%
NP
254
NorthRock Partners
Minnesota
$3.09M -$169K -3,347 -5%
QCM
255
Quantinno Capital Management
New York
$3.07M +$1.86M +36,865 +153%
AA
256
Addison Advisors
Vermont
$3.01M -$415K -8,245 -12%
IFG
257
Independent Financial Group
California
$2.99M +$363K +7,195 +14%
CW
258
CreativeOne Wealth
Kansas
$2.97M -$1.25M -24,821 -30%
PPW
259
Pasadena Private Wealth
California
$2.9M +$1.23M +24,362 +73%
Truist Financial
260
Truist Financial
North Carolina
$2.87M +$98.8K +1,961 +4%
SMG
261
Smart Money Group
Texas
$2.86M -$349K -6,917 -11%
SFC
262
Strategic Financial Concepts
Texas
$2.76M +$821K +16,298 +42%
FA
263
Fermata Advisors
California
$2.73M +$843K +16,723 +45%
RA
264
RFG Advisory
Alabama
$2.72M -$65.5K -1,299 -2%
WWM
265
Whalen Wealth Management
Nevada
$2.68M +$2.69M +53,317 New
NL
266
NWAM LLC
Washington
$2.66M -$12.7K -253 -0.5%
PA
267
PFG Advisors
Arizona
$2.64M -$316K -6,268 -11%
CMMS
268
Comprehensive Money Management Services
Florida
$2.61M +$513K +10,175 +24%
MC
269
Middleton & Co
Massachusetts
$2.6M -$93.2K -1,849 -3%
TFA
270
Transamerica Financial Advisors
Florida
$2.6M +$8.37K +166 +0.3%
SWP
271
Strategic Wealth Partners
Ohio
$2.59M -$26.5K -525 -1%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$2.49M +$22.4K +445 +0.9%
SWA
273
SFMG Wealth Advisors
Texas
$2.48M
NRG
274
Nemes Rush Group
Michigan
$2.48M -$1.7M -33,830 -41%
TNBTD
275
Trustmark National Bank Trust Department
Mississippi
$2.45M +$23.5K +466 +1%