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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
301
Blue Trust Inc
Georgia
$1.24M +$266K +5,284 +27%
IA
302
IFP Advisors
Florida
$1.19M -$58.6M -1,163,554 -98%
HCM
303
Hollencrest Capital Management
California
$1.18M +$20.9K +415 +2%
FPB
304
First PREMIER Bank
South Dakota
$1.14M +$56.7K +1,125 +5%
CAL
305
Capital Advisors Ltd
Ohio
$1.14M +$1.01K +20 +0.1%
RSWM
306
Robertson Stephens Wealth Management
California
$1.1M +$507K +10,069 +85%
PP
307
Patron Partners
Texas
$1.09M -$25.4K -504 -2%
CCA
308
Cobblestone Capital Advisors
New York
$1.08M +$310K +6,149 +40%
Creative Planning
309
Creative Planning
Kansas
$1.06M +$527K +10,470 +98%
JIP
310
Jaffetilchin Investment Partners
Florida
$1.06M -$2.57K -51 -0.2%
LWAM
311
Legacy Wealth Asset Management
Minnesota
$1.04M -$316K -6,272 -23%
MMA
312
Miracle Mile Advisors
California
$1.04M +$61.7K +1,225 +6%
SAG
313
SageView Advisory Group
California
$1M +$1.01M +19,973 New
TC
314
TownSquare Capital
Utah
$991K -$31.4M -623,422 -97%
Northern Trust
315
Northern Trust
Illinois
$984K -$33.7K -670 -3%
AWM
316
Atticus Wealth Management
Florida
$975K -$21M -417,494 -96%
AWA
317
Authentikos Wealth Advisory
California
$963K -$488K -9,698 -34%
LLWM
318
Life Line Wealth Management
California
$942K +$945K +18,757 New
HCA
319
Harbour Capital Advisors
Virginia
$941K -$228K -4,525 -19%
GAA
320
Global Assets Advisory
Florida
$940K +$550K +10,928 +141%
AWM
321
Angeles Wealth Management
California
$928K +$930K +18,472 New
GA
322
GFS Advisors
Texas
$915K
Envestnet Portfolio Solutions
323
Envestnet Portfolio Solutions
Illinois
$909K +$267K +5,296 +41%
PAS
324
Park Avenue Securities
New York
$908K +$911K +18,077 New
RIA
325
Regal Investment Advisors
Michigan
$903K +$94.9K +1,884 +12%