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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PHWM
376
Pine Harbor Wealth Management
Maryland
$468K
AWA
377
Arkadios Wealth Advisors
Georgia
$459K +$460K +9,138 New
AWG
378
Altus Wealth Group
Colorado
$455K -$161K -3,198 -26%
CTC
379
Central Trust Company
Missouri
$455K +$456K +9,056 New
NS
380
NBC Securities
Alabama
$453K -$6.24K -124 -1%
WMA
381
Wealth Management Associates
New Jersey
$452K +$192K +3,819 +74%
LSIA
382
LaSalle St. Investment Advisors
Illinois
$446K +$448K +8,893 New
VWA
383
VERITY Wealth Advisors
United States
$425K +$2.12K +42 +0.5%
WTC
384
WhitTier Trust Company
Nevada
$423K +$424K +8,415 New
Lido Advisors
385
Lido Advisors
California
$413K +$148K +2,941 +56%
SPC
386
Sigma Planning Corp
Michigan
$409K -$119K -2,355 -22%
DWM
387
Defined Wealth Management
Oregon
$407K +$9.92K +197 +2%
WCG
388
Weaver Consulting Group
California
$405K -$3.98K -79 -1%
DFA
389
DHJJ Financial Advisors
Illinois
$403K -$78.4K -1,557 -16%
HCA
390
Heck Capital Advisors
Wisconsin
$399K
FSA
391
Financial Services Advisory
Maryland
$396K
SWA
392
Sax Wealth Advisors
New Jersey
$389K +$170K +3,377 +77%
LBC
393
Lowe Brockenbrough & Co
Virginia
$385K +$106K +2,100 +38%
DWT
394
Dorsey & Whitney Trust
South Dakota
$384K -$47.8K -949 -11%
FFA
395
Farther Finance Advisors
California
$381K +$237K +4,703 +163%
MA
396
Marshfield Associates
District of Columbia
$372K
TAM
397
Tucker Asset Management
Colorado
$369K -$97K -1,927 -21%
SCA
398
Snowden Capital Advisors
New York
$353K -$90.3K -1,794 -20%
CL
399
Choreo LLC
Illinois
$338K +$12K +239 +4%
DAS
400
Dynamic Advisor Solutions
Arizona
$337K -$74K -1,470 -18%