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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VC
351
Vicus Capital
Pennsylvania
$944K +$56.7K +1,125 +6%
QCM
352
Quantinno Capital Management
New York
$942K -$39K -775 -4%
OWM
353
OneAscent Wealth Management
Alabama
$912K -$333K -6,618 -27%
MC
354
Moors & Cabot
Massachusetts
$908K -$11.6K -230 -1%
JIP
355
Jaffetilchin Investment Partners
Florida
$906K +$8.41K +167 +0.9%
CSC
356
Caldwell Sutter Capital
California
$905K +$129K +2,568 +17%
PCM
357
Prelude Capital Management
New York
$905K
BRWM
358
Blue Rock Wealth Management
North Carolina
$892K +$22.2K +440 +3%
FA
359
Flagstar Advisors
New York
$891K +$31.2K +619 +4%
CWP
360
Core Wealth Partners
California
$885K -$84.6K -1,680 -9%
PDL
361
Portfolio Design Labs
California
$884K -$1.18M -23,356 -57%
GC
362
Guggenheim Capital
Illinois
$844K -$305K -6,057 -27%
VWM
363
Vigilare Wealth Management
Arizona
$826K -$6.74M -133,774 -89%
SSWM
364
Sheets Smith Wealth Management
North Carolina
$820K +$8.66K +172 +1%
BFIC
365
Bedell Frazier Investment Counselling
California
$816K +$286K +5,670 +54%
CPRC
366
Consolidated Portfolio Review Corp
New York
$816K +$29.4K +584 +4%
NWP
367
NerdWallet Wealth Partners
New York
$808K +$809K +16,071 New
SB
368
Strategic Blueprint
Georgia
$807K +$340K +6,751 +73%
SWA
369
Sax Wealth Advisors
New Jersey
$804K +$49.8K +988 +7%
FWP
370
Forefront Wealth Partners
Texas
$789K +$791K +15,701 New
Pathstone Holdings
371
Pathstone Holdings
New Jersey
$786K -$369K -7,320 -32%
DFA
372
DHJJ Financial Advisors
Illinois
$784K +$46.3K +919 +6%
WS
373
Wedbush Securities
California
$781K +$24.9K +495 +3%
GA
374
GFS Advisors
Texas
$766K
MYIA
375
Mount Yale Investment Advisors
Colorado
$765K +$766K +15,209 New