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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
AlphaCore Capital
California
$1.01M
VAS
302
Vestmark Advisory Solutions
Massachusetts
$991K -$1.92M -38,093 -66%
NW
303
NewEdge Wealth
Pennsylvania
$991K +$263K +5,215 +36%
BOPW
304
Brandywine Oak Private Wealth
Pennsylvania
$981K -$33M -654,535 -97%
MMA
305
Miracle Mile Advisors
California
$979K +$208K +4,132 +27%
BTI
306
Blue Trust Inc
Georgia
$973K +$411K +8,159 +73%
CIAS
307
CFS Investment Advisory Services
New Jersey
$970K +$972K +19,283 New
GA
308
GFS Advisors
Texas
$916K +$918K +18,208 New
PCM
309
Prelude Capital Management
New York
$906K
US Bancorp
310
US Bancorp
Minnesota
$892K +$230K +4,555 +35%
MSAM
311
Moloney Securities Asset Management
Missouri
$886K +$407K +8,068 +85%
PAG
312
Private Advisory Group
Washington
$875K +$294K +5,824 +50%
CWM
313
Collaborative Wealth Management
Florida
$868K +$869K +17,249 New
SPC
314
Sigma Planning Corp
Michigan
$825K -$1.47M -29,128 -64%
AWM
315
Aprio Wealth Management
Georgia
$817K -$388K -7,704 -32%
RIA
316
Regal Investment Advisors
Michigan
$809K +$167K +3,308 +26%
SPA
317
Sentinel Pension Advisors
Massachusetts
$799K +$47.7K +947 +6%
PWM
318
Perigon Wealth Management
California
$797K +$426K +8,449 +114%
RWA
319
Redmont Wealth Advisors
Illinois
$788K +$789K +15,662 New
CCA
320
Cobblestone Capital Advisors
New York
$770K +$259K +5,148 +51%
BPA
321
Beacon Pointe Advisors
California
$761K -$196K -3,881 -20%
FSA
322
Financial Security Advisor
Virginia
$746K +$747K +14,829 New
HAG
323
HF Advisory Group
Maryland
$737K +$16.8K +333 +2%
1WM
324
1900 Wealth Management
Texas
$737K +$176K +3,492 +31%
VCP
325
Verus Capital Partners
Arizona
$690K -$22.8K -453 -3%