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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NC
351
NewSquare Capital
Pennsylvania
$618K +$11.1K +221 +2%
BFIC
352
Bedell Frazier Investment Counselling
California
$612K +$49.8K +989 +9%
AC
353
Apella Capital
Connecticut
$597K -$779K -15,472 -57%
LLWM
354
Life Line Wealth Management
California
$584K +$7.65K +152 +1%
MA
355
Mutual Advisors
Nebraska
$579K -$64.5K -1,282 -10%
TW
356
Transform Wealth
Colorado
$565K +$1.81K +36 +0.3%
CPRC
357
Consolidated Portfolio Review Corp
New York
$562K +$128K +2,546 +29%
SSWM
358
Sheets Smith Wealth Management
North Carolina
$560K +$262K +5,207 +88%
VWM
359
Venturi Wealth Management
Texas
$555K -$919K -18,261 -62%
Creative Planning
360
Creative Planning
Kansas
$554K +$241K +4,790 +77%
EPAM
361
Euro Pacific Asset Management
Puerto Rico
$551K +$94.8K +1,883 +21%
DWM
362
Denver Wealth Management
Colorado
$548K +$302K +5,989 +122%
MIM
363
MTM Investment Management
South Carolina
$540K +$46.9K +932 +10%
1CP
364
17 Capital Partners
Arizona
$516K +$58.4K +1,159 +13%
IWN
365
Independent Wealth Network
Iowa
$513K +$1.71K +34 +0.3%
BTI
366
Blue Trust Inc
Georgia
$508K +$218K +4,323 +75%
ACM
367
ADAR1 Capital Management
Texas
$502K -$2.16M -43,000 -81%
RFA
368
Resurgent Financial Advisors
Georgia
$500K +$502K +9,965 New
BIP
369
Blueprint Investment Partners
North Carolina
$500K +$502K +9,964 New
CSC
370
Caldwell Sutter Capital
California
$500K -$30.5K -606 -6%
DWA
371
Delos Wealth Advisors
Texas
$498K
RC
372
Roundview Capital
New Jersey
$497K
CIA
373
Cascade Investment Advisors
Oregon
$488K +$11.4K +227 +2%
HCA
374
Harbour Capital Advisors
Virginia
$483K -$252K -5,000 -34%
MG
375
Mather Group
Illinois
$472K -$1.22M -24,269 -72%