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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFN
351
Midwest Financial Network
Illinois
$1.04M +$50.4K +1,000 +5%
Creative Planning
352
Creative Planning
Kansas
$1.04M -$988K -19,613 -49%
FDW
353
Fourth Dimension Wealth
Ohio
$1M +$119K +2,372 +13%
AAS
354
Annex Advisory Services
Wisconsin
$983K -$32.8K -652 -3%
SPWM
355
Spartan Planning & Wealth Management
North Carolina
$982K -$153K -3,037 -13%
QCM
356
Quantinno Capital Management
New York
$981K -$127K -2,527 -11%
CWP
357
Core Wealth Partners
California
$970K -$232K -4,600 -19%
OFS
358
OneAscent Financial Services
Alabama
$969K +$971K +19,267 New
LSIA
359
LaSalle St. Investment Advisors
Illinois
$964K +$120K +2,392 +14%
CF
360
Centaurus Financial
California
$962K -$1.62M -32,205 -63%
CFCI
361
Comprehensive Financial Consultants Institutional
Indiana
$958K +$2.87K +57 +0.3%
EFS
362
Essex Financial Services
Connecticut
$948K +$329K +6,529 +53%
Fiera Capital (Canada)
363
Fiera Capital (Canada)
Quebec, Canada
$947K +$948K +18,829 New
OC
364
Oppenheimer & Co
New York
$931K -$531K -10,533 -36%
MC
365
Moors & Cabot
Massachusetts
$920K -$13.4K -267 -1%
OIA
366
OneDigital Investment Advisors
Kansas
$917K +$440K +8,726 +92%
PCM
367
Prelude Capital Management
New York
$906K
PTC
368
Private Trust Company
Ohio
$905K -$938K -18,625 -51%
SCM
369
Sollinda Capital Management
Florida
$902K +$903K +17,919 New
JIP
370
Jaffetilchin Investment Partners
Florida
$898K +$4.28K +85 +0.5%
BFG
371
Berger Financial Group
Minnesota
$890K +$91.6K +1,819 +11%
CHJWM
372
Carlton Hofferkamp & Jenks Wealth Management
Texas
$889K -$54.4K -1,079 -6%
VC
373
Vicus Capital
Pennsylvania
$888K +$261K +5,186 +42%
BRWM
374
Blue Rock Wealth Management
North Carolina
$870K -$81.8K -1,624 -9%
TSS
375
Two Sigma Securities
New York
$865K -$77.8K -1,545 -8%