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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
276
Legacy Wealth Asset Management
Minnesota
$371K +$371K +7,381 New
VBFP
277
Valtinson Bruner Financial Planning
Minnesota
$364K -$15.5K -309 -4%
PSCM
278
Per Stirling Capital Management
Texas
$358K +$359K +7,130 New
OC
279
Oarsman Capital
Wisconsin
$347K -$1.04M -20,743 -75%
CWA
280
Clearview Wealth Advisors
Oregon
$345K -$124K -2,474 -27%
S
281
SignatureFD
Georgia
$333K +$111K +2,210 +50%
AC
282
ASB Consultores
Florida
$327K +$328K +6,510 New
SFP
283
Strategic Financial Partners
Oregon
$321K +$101K +2,003 +46%
TF
284
Trek Financial
Arizona
$319K -$7.95K -158 -2%
Comerica Bank
285
Comerica Bank
Texas
$313K -$23.9K -476 -7%
PA
286
Pinnacle Associates
New York
$301K +$11.4K +226 +4%
PWMAG
287
Pinnacle Wealth Management Advisory Group
New Jersey
$301K +$11.4K +226 +4%
NC
288
NewSquare Capital
Pennsylvania
$299K +$9.81K +195 +3%
W
289
Wealthquest
Ohio
$296K +$296K +5,891 New
FPB
290
First PREMIER Bank
South Dakota
$290K +$290K +5,770 New
AWA
291
Arkadios Wealth Advisors
Georgia
$288K +$288K +5,734 New
BWM
292
Bulltick Wealth Management
Florida
$287K +$287K +5,705 New
EWM
293
Elmwood Wealth Management
California
$276K +$277K +5,500 New
NWM
294
Northwest Wealth Management
Iowa
$276K -$63.6K -1,264 -19%
HA
295
Herold Advisors
New York
$273K +$273K +5,430 New
AFP
296
Ausdal Financial Partners
Iowa
$273K +$273K +5,421 New
MC
297
Moors & Cabot
Massachusetts
$272K +$272K +5,410 New
PWM
298
Perigon Wealth Management
California
$266K +$57K +1,132 +27%
BOM
299
Bank of Marin
California
$262K +$24.4K +485 +10%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$255K +$209K +4,161 +459%