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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
326
MKT Advisors
California
$652K +$651K +12,940 New
AA
327
Alesco Advisors
New York
$649K -$1.76K -35 -0.3%
ZIM
328
Zacks Investment Management
Illinois
$649K
PA
329
Procyon Advisors
Connecticut
$648K -$2.18M -43,235 -77%
CRC
330
Curi RMB Capital
Illinois
$643K -$2.27K -45 -0.4%
DWM
331
Defined Wealth Management
Oregon
$631K -$957 -19 -0.2%
BFIC
332
Bedell Frazier Investment Counselling
California
$631K -$25.7K -511 -4%
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$630K -$281K -5,574 -31%
SPC
334
Sigma Planning Corp
Michigan
$604K +$218K +4,321 +56%
BOM
335
Bank of Marin
California
$595K
NC
336
NewSquare Capital
Pennsylvania
$591K +$239K +4,755 +68%
LLWM
337
Life Line Wealth Management
California
$591K -$353K -7,015 -37%
CWM
338
Centric Wealth Management
Illinois
$588K +$503 +10 +0.1%
CFCI
339
Comprehensive Financial Consultants Institutional
Indiana
$582K +$97.5K +1,937 +20%
AWP
340
Abacus Wealth Partners
California
$568K +$569K +11,302 New
TW
341
Transform Wealth
Colorado
$564K
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$563K -$1.17M -23,302 -68%
GC
343
Guggenheim Capital
Illinois
$561K +$274K +5,433 +95%
MA
344
Mutual Advisors
Nebraska
$553K +$214K +4,248 +63%
BFG
345
Berger Financial Group
Minnesota
$535K +$536K +10,643 New
PAG
346
Private Advisory Group
Washington
$531K +$531K +10,556 New
TC
347
TownSquare Capital
Utah
$529K -$463K -9,189 -47%
SCA
348
Snowden Capital Advisors
New York
$522K -$185K -3,675 -26%
IWN
349
Independent Wealth Network
Iowa
$522K +$277K +5,512 +113%
AC
350
ASB Consultores
Florida
$519K -$403 -8 -0.1%