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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oppenheimer & Co
New York
$1.46M +$694K +13,765 +90%
CWA
302
Continuum Wealth Advisors
New York
$1.45M -$3.13K -62 -0.2%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$1.44M +$1.44M +28,542 New
UB
304
UMB Bank
Missouri
$1.42M +$1.36K +27 +0.1%
HAG
305
HF Advisory Group
Maryland
$1.41M +$94.1K +1,866 +7%
Envestnet Portfolio Solutions
306
Envestnet Portfolio Solutions
Illinois
$1.41M -$51.8K -1,027 -4%
CTC
307
Central Trust Company
Missouri
$1.4M +$638K +12,659 +83%
EWA
308
EP Wealth Advisors
California
$1.37M -$147K -2,907 -10%
AWM
309
Avaii Wealth Management
Wisconsin
$1.37M +$20.5K +407 +2%
FPB
310
First PREMIER Bank
South Dakota
$1.36M +$11.1K +220 +0.8%
EFG
311
Embree Financial Group
Illinois
$1.35M -$337K -6,683 -20%
GBA
312
Garrison Bradford & Associates
New York
$1.35M +$176K +3,500 +15%
FZCM
313
Flynn Zito Capital Management
New York
$1.35M -$10.6K -211 -0.8%
HW
314
Hamilton Wealth
California
$1.34M -$7.69M -152,633 -85%
DFP
315
Defined Financial Planning
California
$1.34M +$73.2K +1,452 +6%
CRFG
316
Columbia River Financial Group
Washington
$1.34M +$201K +3,987 +18%
WWM
317
WT Wealth Management
Arizona
$1.33M -$2.44M -48,421 -65%
CCFM
318
Clear Creek Financial Management
Washington
$1.33M +$1.33M +26,458 New
CMMS
319
Comprehensive Money Management Services
Florida
$1.32M -$316K -6,275 -19%
VA
320
VestGen Advisors
Illinois
$1.32M +$1.33M +26,296 New
ICMP
321
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.26M +$200K +3,977 +19%
GC
322
Guggenheim Capital
Illinois
$1.25M +$34.8K +690 +3%
QP
323
Quartz Partners
New York
$1.22M -$184K -3,641 -13%
CWP
324
Core Wealth Partners
California
$1.2M -$172K -3,422 -13%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$1.2M +$914K +18,142 +318%