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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
$1.58M +$309K +6,124 +24%
CWA
277
Centennial Wealth Advisory
Michigan
$1.58M +$99.1K +1,967 +7%
WSWA
278
Warren Street Wealth Advisors
California
$1.55M -$344K -6,829 -18%
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$1.54M +$908K +18,015 +144%
VWM
280
Venturi Wealth Management
Texas
$1.47M -$170K -3,378 -10%
AA
281
Axiom Advisory
California
$1.44M +$1.44M +28,514 New
IWC
282
Integrated Wealth Concepts
Massachusetts
$1.43M +$587K +11,649 +69%
FLPIM
283
F.L. Putnam Investment Management
Massachusetts
$1.41M +$98.3K +1,951 +7%
GVAG
284
Great Valley Advisor Group
Delaware
$1.39M +$1.39M +27,644 New
GBA
285
Garrison Bradford & Associates
New York
$1.39M +$1.39M +27,535 New
AC
286
Apella Capital
Connecticut
$1.38M – – –
FFS
287
Founders Financial Securities
Maryland
$1.35M -$335K -6,648 -20%
AWA
288
Authentikos Wealth Advisory
California
$1.35M +$281K +5,578 +26%
FZCM
289
Flynn Zito Capital Management
New York
$1.34M -$711K -14,109 -35%
FSA
290
Financial Sense Advisors
California
$1.32M +$75.3K +1,495 +6%
OFS
291
OneAscent Financial Services
Alabama
$1.29M +$1.29M +25,695 New
VC
292
Vicus Capital
Pennsylvania
$1.29M -$132K -2,627 -9%
CCA
293
Cobblestone Capital Advisors
New York
$1.28M +$138K +2,736 +12%
WWM
294
Whalen Wealth Management
Nevada
$1.25M +$1.25M +24,889 New
FPB
295
First PREMIER Bank
South Dakota
$1.25M +$53.4K +1,060 +4%
PA
296
Pinnacle Associates
New York
$1.24M +$788K +15,630 +174%
GLA
297
Good Life Advisors
Pennsylvania
$1.22M +$1.22M +24,275 New
TI
298
TrueMark Investments
Illinois
$1.22M +$1.22M +24,247 New
WA
299
Win Advisors
Florida
$1.19M +$1.2M +23,736 New
NPT
300
National Philanthropic Trust
Pennsylvania
$1.19M +$806K +16,001 +212%