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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
376
Keating Financial Advisory Services
Kansas
$1.1M -$132K -2,624 -11%
ATI
377
ARK & TLK Investments
Oklahoma
$1.08M +$271K +5,369 +33%
EWA
378
EP Wealth Advisors
California
$1.08M +$62.9K +1,249 +6%
ACM
379
Adalta Capital Management
New York
$1.08M +$600K +11,900 +125%
CI
380
Cambiar Investors
Colorado
$1.05M +$82.2K +1,632 +8%
BWP
381
Bernardo Wealth Planning
Pennsylvania
$1.05M -$148K -2,943 -12%
SSWM
382
Sheets Smith Wealth Management
North Carolina
$1.04M +$206K +4,081 +25%
NL
383
NWAM LLC
Washington
$1.04M -$1.62M -32,124 -61%
Northern Trust
384
Northern Trust
Illinois
$1.04M -$74.5K -1,479 -7%
GVAG
385
Great Valley Advisor Group
Delaware
$1.01M -$307K -6,093 -23%
AA
386
Addison Advisors
Vermont
$984K -$2.03M -40,275 -67%
AF
387
ASL Financial
California
$971K -$5.04K -100 -0.5%
FA
388
Fiduciary Alliance
South Carolina
$962K -$17.6K -350 -2%
KF
389
Krilogy Financial
Missouri
$957K +$518K +10,288 +118%
MA
390
Mutual Advisors
Nebraska
$947K +$225K +4,469 +31%
WS
391
Wedbush Securities
California
$946K -$105K -2,081 -10%
KV
392
Kickstand Ventures
New York
$925K +$43K +854 +5%
AIP
393
Almanack Investment Partners
Pennsylvania
$924K -$15.6K -310 -2%
FA
394
Flagstar Advisors
New York
$915K +$7.05K +140 +0.8%
TCWA
395
Turtle Creek Wealth Advisors
Texas
$907K – – –
PCM
396
Prelude Capital Management
New York
$906K – – –
AWM
397
Apollon Wealth Management
South Carolina
$892K +$50 +1 +0%
RL
398
Retireful LLC
Michigan
$885K -$148K -2,928 -14%
NPT
399
National Philanthropic Trust
Pennsylvania
$876K +$6.75K +134 +0.8%
MC
400
Moors & Cabot
Massachusetts
$863K -$8.67K -172 -1%