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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
326
Corient Private Wealth
Florida
$816K +$24.6K +488 +3%
PI
327
PFG Investments
New York
$814K -$112K -2,218 -12%
TF
328
Trek Financial
Arizona
$796K -$13.8K -273 -2%
RSWA
329
Robinson Smith Wealth Advisors
Maine
$795K
TFM
330
Trademark Financial Management
Minnesota
$793K +$89.6K +1,777 +13%
CA
331
CGN Advisors
Kansas
$786K -$811K -16,094 -51%
Goldman Sachs
332
Goldman Sachs
New York
$777K +$778K +15,444 New
PWMAG
333
Pinnacle Wealth Management Advisory Group
New Jersey
$767K +$445K +8,825 +137%
MA
334
MKT Advisors
California
$762K +$110K +2,191 +17%
FCA
335
Fortis Capital Advisors
Kansas
$755K -$20.7K -411 -3%
AWM
336
Avior Wealth Management
Nebraska
$740K +$511K +10,138 +222%
CFCI
337
Comprehensive Financial Consultants Institutional
Indiana
$737K +$155K +3,081 +27%
HCA
338
Harbour Capital Advisors
Virginia
$735K -$151K -3,000 -17%
LA
339
Latitude Advisors
Florida
$733K +$21.7K +430 +3%
MMA
340
Miracle Mile Advisors
California
$725K -$785K -15,570 -52%
FA
341
Flagstar Advisors
New York
$711K +$26.5K +525 +4%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$695K -$454K -9,000 -39%
BFG
343
Berger Financial Group
Minnesota
$668K +$133K +2,644 +25%
AA
344
Alesco Advisors
New York
$649K
ZIM
345
Zacks Investment Management
Illinois
$649K
MA
346
Mutual Advisors
Nebraska
$641K +$88.5K +1,756 +16%
AWG
347
Altus Wealth Group
Colorado
$617K +$101K +1,996 +19%
NC
348
NewSquare Capital
Pennsylvania
$607K +$15.9K +315 +3%
BOM
349
Bank of Marin
California
$595K
RSWM
350
Robertson Stephens Wealth Management
California
$591K -$265K -5,257 -31%