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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
276
Beacon Pointe Advisors
California
$957K -$68K -1,350 -7%
DI
277
DFPG Investments
Utah
$935K -$25.6K -508 -3%
PCM
278
Prelude Capital Management
New York
$906K +$907K +18,000 New
Corient Private Wealth
279
Corient Private Wealth
Florida
$898K -$107K -2,129 -11%
BAM
280
Belpointe Asset Management
Nevada
$892K -$7.82M -155,197 -90%
GSEP
281
Golden State Equity Partners
California
$849K -$1.87M -37,088 -69%
AC
282
ASB Consultores
Florida
$843K +$570K +11,322 +208%
RSWM
283
Robertson Stephens Wealth Management
California
$827K +$142K +2,811 +21%
MCM
284
Morton Capital Management
California
$774K +$8.56K +170 +1%
MMA
285
Miracle Mile Advisors
California
$771K -$185K -3,674 -19%
TJHA
286
Thomas J. Herzfeld Advisors
Florida
$757K -$16.7M -332,127 -96%
SPA
287
Sentinel Pension Advisors
Massachusetts
$751K +$53.5K +1,062 +8%
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
$740K -$117K -2,330 -14%
NW
289
NewEdge Wealth
Pennsylvania
$728K -$375K -7,452 -34%
RWM
290
Revisor Wealth Management
Ohio
$725K -$284K -5,644 -28%
HAG
291
HF Advisory Group
Maryland
$721K +$24.6K +489 +4%
WCM
292
Wealthcare Capital Management
Virginia
$717K +$111K +2,204 +18%
VCP
293
Verus Capital Partners
Arizona
$712K -$7.3K -145 -1%
SW
294
SVB Wealth
Massachusetts
$690K -$152K -3,020 -18%
MC
295
Moors & Cabot
Massachusetts
$680K +$176K +3,485 +35%
TW
296
TrinityPoint Wealth
Connecticut
$664K -$9.47K -188 -1%
US Bancorp
297
US Bancorp
Minnesota
$663K +$37.7K +749 +6%
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$662K -$304K -6,044 -31%
MAG
299
Members Advisory Group
New York
$657K -$70.4K -1,397 -10%
DAS
300
Dynamic Advisor Solutions
Arizona
$651K -$313K -6,208 -32%