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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IIA
376
IPG Investment Advisors
California
$701K -$34.7K -690 -5%
EFG
377
Ehrlich Financial Group
California
$691K +$47.1K +936 +7%
PCA
378
Prosperity Capital Advisors
Ohio
$689K +$469K +9,319 +213%
EL
379
Essex LLC
Illinois
$683K +$427K +8,485 +167%
AA
380
Alesco Advisors
New York
$670K +$17.1K +340 +3%
OP
381
ORG Partners
Indiana
$669K +$351K +6,978 +111%
NC
382
NewSquare Capital
Pennsylvania
$667K +$48.3K +960 +8%
PWMG
383
Prestige Wealth Management Group
New Jersey
$666K -$2.16M -42,968 -76%
RFA
384
Resurgent Financial Advisors
Georgia
$662K +$161K +3,194 +32%
DCA
385
DSG Capital Advisors
Minnesota
$658K +$659K +13,082 New
ZIM
386
Zacks Investment Management
Illinois
$649K
FHC
387
First Heartland Consultants
Missouri
$648K -$1.76M -35,019 -73%
Creative Planning
388
Creative Planning
Kansas
$646K +$90.8K +1,803 +16%
DFA
389
DHJJ Financial Advisors
Illinois
$645K +$242K +4,800 +60%
SIM
390
Synergy Investment Management
Florida
$645K +$645K +12,820 New
BOM
391
Bank of Marin
California
$639K -$56.5K -1,122 -8%
VC
392
Vicus Capital
Pennsylvania
$635K +$4.38K +87 +0.7%
PAG
393
Private Advisory Group
Washington
$632K -$201 -4 -0%
CSC
394
Caldwell Sutter Capital
California
$622K +$122K +2,421 +24%
1CP
395
17 Capital Partners
Arizona
$613K +$96.8K +1,923 +19%
SWP
396
Strategic Wealth Partners
Ohio
$607K -$231K -4,582 -28%
SCA
397
Snowden Capital Advisors
New York
$593K +$239K +4,754 +68%
LLWM
398
Life Line Wealth Management
California
$592K +$6.85K +136 +1%
CF
399
Claris Financial
Virginia
$581K +$581K +11,538 New
WCG
400
Weaver Consulting Group
California
$569K +$163K +3,247 +40%