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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
276
Destination Wealth Management
California
$699K
SPA
277
Sentinel Pension Advisors
Massachusetts
$698K -$49K -974 -7%
HAG
278
HF Advisory Group
Maryland
$695K +$55.7K +1,107 +9%
WWA
279
WCG Wealth Advisors
Nevada
$686K +$686K +13,639 New
RSWM
280
Robertson Stephens Wealth Management
California
$684K +$685K +13,615 New
TW
281
TrinityPoint Wealth
Connecticut
$673K +$74.5K +1,481 +12%
PAG
282
Private Advisory Group
Washington
$668K -$3.88M -77,114 -85%
EA
283
Eudaimonia Advisors
Tennessee
$662K -$718K -14,257 -52%
VIM
284
Vista Investment Management
Pennsylvania
$656K +$115K +2,285 +21%
BTI
285
Blue Trust Inc
Georgia
$651K +$517K +10,276 +384%
US Bancorp
286
US Bancorp
Minnesota
$625K +$133K +2,644 +27%
AA
287
Alesco Advisors
New York
$621K +$1.76K +35 +0.3%
TAM
288
Tucker Asset Management
Colorado
$607K +$601K +11,950 +9,409%
WCM
289
Wealthcare Capital Management
Virginia
$605K -$952K -18,919 -61%
RIA
290
Regal Investment Advisors
Michigan
$593K +$74K +1,471 +14%
JCIA
291
Jackson Creek Investment Advisors
Colorado
$578K +$57.4K +1,140 +11%
UWM
292
USAdvisors Wealth Management
Minnesota
$560K -$9.31K -185 -2%
TW
293
Transform Wealth
Colorado
$556K +$557K +11,067 New
AF
294
Apexium Financial
Texas
$555K -$654 -13 -0.1%
PFO
295
Pathstone Family Office
New Jersey
$555K -$73.5K -1,460 -12%
SC
296
Savant Capital
Illinois
$534K -$6.24K -124 -1%
GWA
297
GGM Wealth Advisors
Maryland
$530K +$531K +10,550 New
CA
298
Continuum Advisory
Idaho
$527K -$884K -17,562 -63%
FT
299
Fiduciary Trust
Massachusetts
$519K -$1.06M -20,994 -67%
CCA
300
Cobblestone Capital Advisors
New York
$509K +$21.8K +433 +4%