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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CB
351
Community Bank
New York
$524K +$4.54K +90 +0.9%
RWM
352
Revisor Wealth Management
Ohio
$523K -$202K -4,013 -28%
FFBTD
353
First Financial Bank - Trust Division
Ohio
$522K -$4.18M -82,992 -89%
TAM
354
Tucker Asset Management
Colorado
$511K +$3.53K +70 +0.7%
BFIC
355
Bedell Frazier Investment Counselling
California
$509K +$510K +10,117 New
TW
356
TrinityPoint Wealth
Connecticut
$508K -$156K -3,104 -24%
DFA
357
DHK Financial Advisors
New Hampshire
$503K
FA
358
Fountainhead AM
New Jersey
$503K +$503K +9,987 New
Vontobel Holding
359
Vontobel Holding
Switzerland
$501K
DWA
360
Delos Wealth Advisors
Texas
$499K
IA
361
Insight Advisors
Pennsylvania
$490K -$5.09K -101 -1%
WCG
362
Weaver Consulting Group
California
$489K +$42.8K +849 +10%
WSWA
363
Warren Street Wealth Advisors
California
$481K +$481K +9,553 New
FPIS
364
Financial Planning & Information Services
Wisconsin
$476K +$477K +9,465 New
CA
365
Continuum Advisory
Idaho
$469K
VWA
366
VERITY Wealth Advisors
United States
$458K +$2.07K +41 +0.5%
SC
367
Savant Capital
Illinois
$457K -$86K -1,707 -16%
EW
368
Evoke Wealth
California
$452K +$453K +8,987 New
BFG
369
Bouchey Financial Group
New York
$442K +$443K +8,792 New
DI
370
DFPG Investments
Utah
$432K -$501K -9,941 -54%
DWM
371
Destination Wealth Management
California
$425K
PFBT
372
Parkside Financial Bank & Trust
Missouri
$418K -$14.5K -288 -3%
DCM
373
Donaldson Capital Management
Indiana
$411K +$412K +8,175 New
WP
374
WealthShield Partners
North Carolina
$407K +$407K +8,082 New
FIA
375
Foundations Investment Advisors
Arizona
$405K +$167K +3,321 +70%