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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Bleakley Financial Group
New Jersey
$248K +$249K +4,943 New
IWN
302
Independent Wealth Network
Iowa
$247K -$2.46K -49 -1%
EFG
303
Ethos Financial Group
Pennsylvania
$234K +$235K +4,664 New
ICMP
304
Integrated Capital Management (Pennsylvania)
Pennsylvania
$232K +$232K +4,619 New
WWM
305
Western Wealth Management
Colorado
$229K -$307K -6,093 -57%
HAS
306
HBW Advisory Services
California
$228K +$228K +4,531 New
ETC
307
Exchange Traded Concepts
Oklahoma
$226K -$5.38K -107 -2%
ICP
308
Interchange Capital Partners
Pennsylvania
$220K +$220K +4,377 New
HWM
309
Heirloom Wealth Management
Colorado
$216K +$216K +4,297 New
WMA
310
Wealth Management Associates
New Jersey
$213K +$2.31K +46 +1%
TWC
311
TD Waterhouse Canada
Ontario, Canada
$180K +$180K +3,577 New
LFA
312
Legend Financial Advisors
Pennsylvania
$175K
SC
313
SouthState Corp
Florida
$168K +$168K +3,334 New
CFGS
314
Concourse Financial Group Securities
Alabama
$153K -$77.1K -1,533 -34%
PCM
315
Penserra Capital Management
California
$151K +$152K +3,020 New
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$146K +$146K +2,895 New
TPCW
317
TD Private Client Wealth
New York
$141K +$141K +2,797 New
BTI
318
Blue Trust Inc
Georgia
$134K -$166K -3,292 -55%
LWP
319
Lumature Wealth Partners
Georgia
$126K
BAAM
320
Baker Avenue Asset Management
California
$91.3K +$91.4K +1,817 New
AWM
321
Accurate Wealth Management
Florida
$77K -$632K -12,567 -89%
FFA
322
Farther Finance Advisors
California
$72K +$72K +1,432 New
CA
323
CoreCap Advisors
Michigan
$71.8K +$71.9K +1,429 New
CS
324
Comerica Securities
Michigan
$64.1K +$64.2K +1,276 New
RFA
325
Register Financial Advisors
Georgia
$59.8K +$59.9K +1,190 New