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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
326
IAG Wealth Partners
Wisconsin
$39.8K +$39.8K +792 New
MSCM
327
McElhenny Sheffield Capital Management
Texas
$33.6K +$33.6K +668 New
WWM
328
Wolff Wiese Magana
California
$32.7K -$131K -2,605 -80%
AWM
329
Activest Wealth Management
Florida
$31.9K +$31.9K +635 New
PB
330
Pinnacle Bancorp
Nebraska
$26K +$15.8K +314 +152%
DWP
331
Destiny Wealth Partners
Florida
$22.9K
BFEC
332
Benjamin F. Edwards & Company
Missouri
$21K
C
333
Covestor
United Kingdom
$21K +$4.43K +88 +26%
CFD
334
Creative Financial Designs
Indiana
$16.2K -$101 -2 -0.6%
SWM
335
Spire Wealth Management
Virginia
$13K +$50 +1 +0.4%
USCWA
336
U.S. Capital Wealth Advisors
Texas
$9.45K +$9.46K +188 New
VF
337
VitalStone Financial
Texas
$8K +$8.35K +166 New
TAM
338
Tucker Asset Management
Colorado
$6.38K
NFSG
339
Newbridge Financial Services Group
Florida
$5.98K +$5.99K +119 New
GEA
340
Glen Eagle Advisors
New Jersey
$4.98K -$11.2K -222 -69%
PA
341
Parallel Advisors
California
$3.97K
Fidelity Investments
342
Fidelity Investments
Massachusetts
$2.87K -$10.5K -209 -79%
IFAM
343
Institutional & Family Asset Management
Colorado
$2.26K -$10.8K -214 -83%
CAS
344
Coppell Advisory Solutions
Texas
$1.11K +$1.11K +22 New
CASC
345
Coppell Advisory Solutions Corp
Texas
$1.11K +$1.11K +22 New
LWP
346
Laurel Wealth Planning
Minnesota
$1.06K -$9.01K -179 -90%
MA
347
MCF Advisors
Kentucky
$553
LFG
348
Larson Financial Group
Missouri
$251
JWM
349
Jackson Wealth Management
Florida
-$33.9M -674,993 Closed
AWA
350
Arete Wealth Advisors
Illinois
-$15.5M -308,554 Closed