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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
Arkadios Wealth Advisors
Georgia
$256K -$13.3K -264 -5%
OC
377
Oarsman Capital
Wisconsin
$253K -$31.9K -634 -11%
FCA
378
Fortis Capital Advisors
Kansas
$253K +$253K +5,031 New
ACM
379
Advisors Capital Management
New Jersey
$252K -$231K -4,596 -48%
GSC
380
G&S Capital
Colorado
$249K +$250K +4,956 New
VHAM
381
Van Hulzen Asset Management
California
$243K +$11.1K +220 +5%
WMA
382
Wealth Management Associates
New Jersey
$238K -$16.9K -335 -7%
FIA
383
Foundations Investment Advisors
Arizona
$238K +$24.5K +487 +11%
BFG
384
Bleakley Financial Group
New Jersey
$233K -$29.7K -589 -11%
SS
385
Simplicity Solutions
Minnesota
$233K -$29.7K -589 -11%
QWM
386
QP Wealth Management
New Jersey
$230K +$230K +4,562 New
Thrivent Financial for Lutherans
387
Thrivent Financial for Lutherans
Minnesota
$226K +$226K +4,492 New
RFA
388
Register Financial Advisors
Georgia
$221K +$453 +9 +0.2%
JAG
389
Journey Advisory Group
Kentucky
$218K +$218K +4,335 New
MA
390
MJP Associates
Connecticut
$218K -$4.12M -81,772 -95%
UFA
391
US Financial Advisors
Massachusetts
$217K -$598K -11,867 -73%
CPP
392
Capasso Planning Partners
South Carolina
$216K +$216K +4,284 New
ORC
393
O'Rourke & Company
Massachusetts
$200K +$200K +3,975 New
OLVIG
394
Oliver Lagore Vanvalin Investment Group
Michigan
$187K +$188K +3,726 New
PCM
395
Penserra Capital Management
California
$174K +$25.8K +513 +17%
TWC
396
TD Waterhouse Canada
Ontario, Canada
$165K +$23.7K +471 +17%
National Bank of Canada
397
National Bank of Canada
Quebec, Canada
$163K +$102K +2,024 +167%
ODG
398
O'Dell Group
Ohio
$148K +$148K +2,946 New
ACA
399
Atlas Capital Advisors
Wyoming
$135K +$90.4K +1,795 +204%
LWP
400
Lumature Wealth Partners
Georgia
$126K