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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$1.73M -$127K -2,526 -7%
WP
277
WealthShield Partners
North Carolina
$1.72M +$1.32M +26,166 +324%
CFA
278
Cahill Financial Advisors
Minnesota
$1.68M +$591K +11,742 +54%
GWP
279
Gateway Wealth Partners
Wisconsin
$1.64M +$47.9K +950 +3%
TSS
280
Two Sigma Securities
New York
$1.6M -$13K -259 -0.8%
AG
281
Ascent Group
Virginia
$1.59M -$619K -12,281 -28%
FSA
282
Financial Sense Advisors
California
$1.56M -$58.2K -1,156 -4%
BIP
283
Blue Investment Partners
California
$1.55M +$1.55M +30,854 New
CWM
284
Collaborative Wealth Management
Florida
$1.51M +$649K +12,890 +75%
CWM
285
Castle Wealth Management
Florida
$1.46M -$126K -2,502 -8%
AI
286
AXS Investments
New York
$1.46M +$1.46M +29,000 New
SWP
287
Strategic Wealth Partners
Ohio
$1.45M +$330K +6,559 +29%
VC
288
Vicus Capital
Pennsylvania
$1.45M -$220K -4,366 -13%
NPT
289
National Philanthropic Trust
Pennsylvania
$1.44M +$1.45M +28,756 New
CWA
290
Centennial Wealth Advisory
Michigan
$1.43M -$52K -1,032 -4%
AC
291
Apella Capital
Connecticut
$1.43M -$338K -6,701 -19%
GSC
292
G&S Capital
Colorado
$1.42M +$1.05M +20,792 +275%
OIA
293
OneDigital Investment Advisors
Kansas
$1.41M -$5.54M -109,986 -80%
PTC
294
Private Trust Company
Ohio
$1.4M +$2.92K +58 +0.2%
CAG
295
Crestwood Advisors Group
Massachusetts
$1.39M +$1.4M +27,704 New
GRP
296
Global Retirement Partners
California
$1.36M -$1.45M -28,862 -52%
WSWA
297
Warren Street Wealth Advisors
California
$1.33M +$856K +16,987 +178%
FLPIM
298
F.L. Putnam Investment Management
Massachusetts
$1.3M -$264K -5,240 -17%
CHJWM
299
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M +$10.1K +201 +0.8%
CFIM
300
Client First Investment Management
Wisconsin
$1.26M +$1.26M +25,014 New