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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
276
Fidelity Investments
Massachusetts
$13K -$7.35K -146 -35%
SWM
277
Spire Wealth Management
Virginia
$13K +$50 +1 +0.4%
LWP
278
Laurel Wealth Planning
Minnesota
$10K -$8.09M -160,706 -100%
IAMOG
279
Investors Asset Management of Georgia
Georgia
$10K – – –
PB
280
Pinnacle Bancorp
Nebraska
$10K +$10.4K +206 New
BA
281
Bellwether Advisors
Nebraska
$10K +$10.6K +210 New
TAM
282
Tucker Asset Management
Colorado
$6.38K – – –
PA
283
Parallel Advisors
California
$4K +$2.21K +44 +126%
MA
284
MCF Advisors
Kentucky
$1K – – –
PPW
285
Pasadena Private Wealth
California
– -$30.7M -610,190 Closed
PWAG
286
Polaris Wealth Advisory Group
California
– -$9.44M -187,568 Closed
SAM
287
Synergy Asset Management
Washington
– -$7.52M -149,432 Closed
NFG
288
Nations Financial Group
Iowa
– -$6.55M -130,152 Closed
AAS
289
Ameritas Advisory Services
Nebraska
– -$6.12M -121,614 Closed
5SA
290
5th Street Advisors
Connecticut
– -$5.89M -116,969 Closed
SCP
291
Syntal Capital Partners
Texas
– -$5.21M -103,598 Closed
DADC
292
D.A. Davidson & Co
Montana
– -$3.38M -67,228 Closed
Allianz Asset Management
293
Allianz Asset Management
Germany
– -$2.19M -43,440 Closed
AIP
294
Almanack Investment Partners
Pennsylvania
– -$1.25M -24,890 Closed
AI
295
Atria Investments
North Carolina
– -$1.13M -22,412 Closed
SSCA
296
South Shore Capital Advisors
Massachusetts
– -$1.01M -20,000 Closed
PTC
297
Private Trust Company
Ohio
– -$754K -14,979 Closed
SKK
298
Shepherd Kaplan Krochuk
Massachusetts
– -$669K -13,294 Closed
CAP
299
Columbia Advisory Partners
Washington
– -$604K -12,007 Closed
SW
300
SVB Wealth
Massachusetts
– -$416K -8,275 Closed