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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
351
LaSalle St. Investment Advisors
Illinois
$1.31M +$408K +8,105 +45%
QP
352
Quartz Partners
New York
$1.27M +$409K +8,116 +48%
BRWA
353
B. Riley Wealth Advisors
Florida
$1.27M -$21.5K -426 -2%
SFG
354
Sovereign Financial Group
Connecticut
$1.25M
RI
355
Ruggiero Investments
Florida
$1.24M +$1.24M +24,583 New
BCM
356
Brookstone Capital Management
Illinois
$1.23M +$1.23M +24,491 New
MA
357
MKT Advisors
California
$1.23M -$30.9K -613 -2%
ASG
358
Advisory Solutions Group
Minnesota
$1.22M +$1.23M +24,323 New
PWMG
359
Prestige Wealth Management Group
New Jersey
$1.22M +$239K +4,740 +24%
LAS
360
LWM Advisory Services
Florida
$1.22M -$4.2M -83,316 -78%
SEIA
361
Signature Estate & Investment Advisors
California
$1.22M -$54K -1,072 -4%
OWM
362
OneAscent Wealth Management
Alabama
$1.21M +$40.8K +810 +3%
XPN
363
XY Planning Network
Montana
$1.19M +$15.3K +304 +1%
FF
364
Friedenthal Financial
New Jersey
$1.18M -$4.26M -84,585 -78%
WG
365
Watchman Group
Texas
$1.18M -$226K -4,486 -16%
CCA
366
Cravens & Co Advisors
Tennessee
$1.17M -$7K -139 -0.6%
PL
367
PeakShares LLC
Florida
$1.17M +$1.17M +23,250 New
NFTC
368
North Forty Two & Co
Oregon
$1.16M
KA
369
Kovack Advisors
Florida
$1.15M +$238K +4,732 +26%
VC
370
Vicus Capital
Pennsylvania
$1.15M +$72.8K +1,445 +7%
SWM
371
Segment Wealth Management
Texas
$1.14M +$102K +2,030 +10%
CWA
372
Continuum Wealth Advisors
New York
$1.14M -$24.6K -488 -2%
TCBWMS
373
Texas Capital Bank Wealth Management Services
Texas
$1.11M +$9.37K +186 +0.9%
Envestnet Portfolio Solutions
374
Envestnet Portfolio Solutions
Illinois
$1.1M +$12.5K +249 +1%
KFAS
375
Keating Financial Advisory Services
Kansas
$1.1M -$132K -2,624 -11%