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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Castle Wealth Management
Florida
$519K -$947K -18,807 -65%
PHWM
352
Pine Harbor Wealth Management
Maryland
$519K
AWG
353
Altus Wealth Group
Colorado
$516K +$517K +10,262 New
US Bancorp
354
US Bancorp
Minnesota
$511K -$40.3K -801 -7%
TAM
355
Tucker Asset Management
Colorado
$510K
JCIA
356
Jackson Creek Investment Advisors
Colorado
$509K -$78.2K -1,554 -13%
ICMP
357
Integrated Capital Management (Pennsylvania)
Pennsylvania
$506K +$247K +4,905 +95%
DWA
358
Delos Wealth Advisors
Texas
$499K
MIM
359
MTM Investment Management
South Carolina
$493K -$3.73K -74 -0.7%
WCG
360
Weaver Consulting Group
California
$488K +$2.11K +42 +0.4%
CPRC
361
Consolidated Portfolio Review Corp
New York
$482K -$105K -2,091 -18%
TW
362
TrinityPoint Wealth
Connecticut
$473K -$25K -496 -5%
DWT
363
Dorsey & Whitney Trust
South Dakota
$467K -$20.1K -400 -4%
EW
364
Evoke Wealth
California
$464K +$6.14K +122 +1%
VWA
365
VERITY Wealth Advisors
United States
$462K +$2.06K +41 +0.4%
VIM
366
Vista Investment Management
Pennsylvania
$461K
CIA
367
Cascade Investment Advisors
Oregon
$460K +$44K +875 +11%
PAS
368
Park Avenue Securities
New York
$459K -$451K -8,956 -50%
PA
369
Pinnacle Associates
New York
$452K +$133K +2,650 +42%
AF
370
Apexium Financial
Texas
$452K -$213K -4,223 -32%
1CP
371
17 Capital Partners
Arizona
$438K +$438K +8,702 New
CSC
372
Caldwell Sutter Capital
California
$436K +$113K +2,253 +35%
MWA
373
Muirfield Wealth Advisors
North Carolina
$408K +$3.83K +76 +0.9%
HCA
374
Heck Capital Advisors
Wisconsin
$399K
FSA
375
Financial Services Advisory
Maryland
$397K -$352 -7 -0.1%