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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
276
F.L. Putnam Investment Management
Massachusetts
$1.56M -$204K -4,052 -12%
WP
277
WealthSource Partners
California
$1.54M +$1.55M +30,664 New
GFG
278
Goldstone Financial Group
Illinois
$1.52M +$147K +2,912 +11%
CWA
279
Centennial Wealth Advisory
Michigan
$1.48M -$911K -18,085 -38%
AWA
280
Authentikos Wealth Advisory
California
$1.45M -$129K -2,550 -8%
TFA
281
Teamwork Financial Advisors
Texas
$1.44M -$15.5K -307 -1%
FW
282
FirstPurpose Wealth
Utah
$1.41M +$139K +2,760 +11%
PTC
283
Private Trust Company
Ohio
$1.4M +$133K +2,631 +10%
LAS
284
Lloyd Advisory Services
Georgia
$1.37M +$1.37M +27,224 New
NG
285
Norden Group
Utah
$1.37M +$1.37M +27,224 New
LWAM
286
Legacy Wealth Asset Management
Minnesota
$1.36M +$1.02M +20,265 +301%
CHJWM
287
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.25M -$70.5K -1,398 -5%
HW
288
Hedeker Wealth
Illinois
$1.22M +$115K +2,285 +10%
HF
289
HRT Financial
New York
$1.21M +$1.21M +23,960 New
HCA
290
Harbour Capital Advisors
Virginia
$1.17M -$101K -2,000 -8%
HCM
291
Hollencrest Capital Management
California
$1.16M +$1.16M +23,113 New
CAL
292
Capital Advisors Ltd
Ohio
$1.14M -$41.8K -830 -4%
SWP
293
Strategic Wealth Partners
Ohio
$1.12M +$1.13M +22,355 New
PP
294
Patron Partners
Texas
$1.12M -$361K -7,168 -24%
Corient Private Wealth
295
Corient Private Wealth
Florida
$1.1M +$342K +6,796 +38%
CFA
296
Cahill Financial Advisors
Minnesota
$1.1M +$658K +13,052 +149%
FPB
297
First PREMIER Bank
South Dakota
$1.09M +$30.4K +604 +3%
LHC
298
Little House Capital
Massachusetts
$1.07M +$1.08M +21,358 New
JIP
299
Jaffetilchin Investment Partners
Florida
$1.07M -$552K -10,953 -34%
Northern Trust
300
Northern Trust
Illinois
$1.02M +$15.6K +309 +2%