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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
SignalPoint Asset Management
Missouri
$623K +$144K +2,856 +30%
BFG
352
Berger Financial Group
Minnesota
$619K -$48.4K -962 -7%
NC
353
NewSquare Capital
Pennsylvania
$618K +$11.1K +221 +2%
BFIC
354
Bedell Frazier Investment Counselling
California
$612K +$49.8K +989 +9%
AC
355
Apella Capital
Connecticut
$597K -$779K -15,472 -57%
LLWM
356
Life Line Wealth Management
California
$584K +$7.65K +152 +1%
MA
357
Mutual Advisors
Nebraska
$579K -$64.5K -1,282 -10%
TW
358
Transform Wealth
Colorado
$565K +$1.81K +36 +0.3%
CPRC
359
Consolidated Portfolio Review Corp
New York
$562K +$128K +2,546 +29%
SSWM
360
Sheets Smith Wealth Management
North Carolina
$560K +$262K +5,207 +88%
VWM
361
Venturi Wealth Management
Texas
$555K -$919K -18,261 -62%
Creative Planning
362
Creative Planning
Kansas
$554K +$241K +4,790 +77%
EPAM
363
Euro Pacific Asset Management
Puerto Rico
$551K +$94.8K +1,883 +21%
DWM
364
Denver Wealth Management
Colorado
$548K +$302K +5,989 +122%
MIM
365
MTM Investment Management
South Carolina
$540K +$46.9K +932 +10%
1CP
366
17 Capital Partners
Arizona
$516K +$58.4K +1,159 +13%
IWN
367
Independent Wealth Network
Iowa
$513K +$1.71K +34 +0.3%
BTI
368
Blue Trust Inc
Georgia
$508K +$218K +4,323 +75%
ACM
369
ADAR1 Capital Management
Texas
$502K -$2.16M -43,000 -81%
RFA
370
Resurgent Financial Advisors
Georgia
$500K +$502K +9,965 New
BIP
371
Blueprint Investment Partners
North Carolina
$500K +$502K +9,964 New
CSC
372
Caldwell Sutter Capital
California
$500K -$30.5K -606 -6%
DWA
373
Delos Wealth Advisors
Texas
$498K – – –
RC
374
Roundview Capital
New Jersey
$497K – – –
CIA
375
Cascade Investment Advisors
Oregon
$488K +$11.4K +227 +2%