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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
301
Lake Street Advisors Group
New Hampshire
$871K -$3.66M -72,634 -81%
PCA
302
Prosperity Capital Advisors
Ohio
$868K +$632K +12,550 +267%
RIA
303
Regal Investment Advisors
Michigan
$865K -$38.9K -772 -4%
RSWM
304
Robertson Stephens Wealth Management
California
$855K -$247K -4,913 -22%
IA
305
Insight Advisors
Pennsylvania
$855K +$379K +7,535 +80%
IWC
306
Integrated Wealth Concepts
Massachusetts
$845K +$571K +11,333 +207%
WANY
307
Wealthspire Advisors (New York)
New York
$841K +$842K +16,723 New
TF
308
Trek Financial
Arizona
$809K +$49.9K +991 +7%
Fiera Capital (Canada)
309
Fiera Capital (Canada)
Quebec, Canada
$795K +$207K +4,121 +35%
RSWA
310
Robinson Smith Wealth Advisors
Maine
$795K
MC
311
Moors & Cabot
Massachusetts
$791K +$82.4K +1,637 +12%
Corient Private Wealth
312
Corient Private Wealth
Florida
$791K -$13.7K -272 -2%
GA
313
GFS Advisors
Texas
$784K -$132K -2,623 -14%
FCA
314
Fortis Capital Advisors
Kansas
$776K +$776K +15,423 New
PA
315
PFG Advisors
Arizona
$769K -$3.11M -61,746 -80%
OIA
316
OneDigital Investment Advisors
Kansas
$764K -$645K -12,806 -46%
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$759K +$596K +11,840 +369%
WIA
318
World Investment Advisors
California
$729K +$730K +14,499 New
SWP
319
Strategic Wealth Partners
Ohio
$713K -$741K -14,728 -51%
LA
320
Latitude Advisors
Florida
$711K +$45.3K +900 +7%
TFM
321
Trademark Financial Management
Minnesota
$703K -$67.7K -1,344 -9%
FA
322
Flagstar Advisors
New York
$685K +$9.06K +180 +1%
CPP
323
Capasso Planning Partners
South Carolina
$673K -$101K -2,006 -13%
RWM
324
Revisor Wealth Management
Ohio
$671K +$151K +3,004 +29%
KV
325
Kickstand Ventures
New York
$656K -$9.57M -190,071 -94%