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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
Insight Advisors
Pennsylvania
$508K -$2.92K -58 -0.6%
MC
302
Moors & Cabot
Massachusetts
$504K +$232K +4,612 +85%
Vontobel Holding
303
Vontobel Holding
Switzerland
$501K
AWA
304
Authentikos Wealth Advisory
California
$487K +$488K +9,695 New
ACM
305
Advisors Capital Management
New Jersey
$483K +$66.9K +1,329 +16%
TF
306
Trek Financial
Arizona
$472K +$153K +3,039 +48%
VWA
307
VERITY Wealth Advisors
United States
$453K +$1.66K +33 +0.4%
MSAM
308
Moloney Securities Asset Management
Missouri
$422K +$422K +8,392 New
GRP
309
Global Retirement Partners
California
$421K -$23.9M -475,751 -98%
GVAG
310
Great Valley Advisor Group
Delaware
$412K +$412K +8,189 New
GM
311
GeoWealth Management
Illinois
$403K -$24.4M -484,248 -98%
HCA
312
Heck Capital Advisors
Wisconsin
$399K -$70.8K -1,406 -15%
BCI
313
Brinker Capital Investments
Pennsylvania
$393K +$394K +7,826 New
OPS
314
Orion Portfolio Solutions
Nebraska
$393K +$394K +7,826 New
IHL
315
Investment House LLC
California
$382K -$75K -1,490 -16%
LWAM
316
Legacy Wealth Asset Management
Minnesota
$382K +$10.8K +214 +3%
VBFP
317
Valtinson Bruner Financial Planning
Minnesota
$363K
MA
318
Mutual Advisors
Nebraska
$362K -$210K -4,179 -37%
LWM
319
Liberty Wealth Management
California
$360K +$361K +7,168 New
S
320
SignatureFD
Georgia
$359K +$26.1K +518 +8%
MA
321
Marshfield Associates
District of Columbia
$359K +$360K +7,151 New
W
322
Wealthquest
Ohio
$358K +$62.4K +1,240 +21%
BCM
323
Brookstone Capital Management
Illinois
$354K +$354K +7,026 New
HA
324
Herold Advisors
New York
$346K +$73.5K +1,461 +27%
WMS
325
Wealth Management Solutions
Pennsylvania
$337K -$561K -11,141 -62%