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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UB
376
UMB Bank
Missouri
$935K -$452K -8,979 -33%
RSWM
377
Robertson Stephens Wealth Management
California
$932K +$276K +5,490 +42%
JIP
378
Jaffetilchin Investment Partners
Florida
$914K +$7.9K +157 +0.9%
FPB
379
First PREMIER Bank
South Dakota
$912K -$512K -10,180 -36%
PCM
380
Prelude Capital Management
New York
$906K
FA
381
Flagstar Advisors
New York
$899K +$6.84K +136 +0.8%
SIAG
382
Safeguard Investment Advisory Group
California
$886K -$1.15M -22,889 -57%
LSIA
383
LaSalle St. Investment Advisors
Illinois
$880K -$73.6K -1,463 -8%
SB
384
Strategic Blueprint
Georgia
$875K +$67.3K +1,337 +8%
BRWM
385
Blue Rock Wealth Management
North Carolina
$874K -$18.8K -374 -2%
MC
386
Moors & Cabot
Massachusetts
$863K -$45.9K -911 -5%
MWM
387
Mosley Wealth Management
California
$863K +$863K +17,154 New
AWM
388
Aprio Wealth Management
Georgia
$853K +$251K +4,995 +42%
AWM
389
AE Wealth Management
Kansas
$838K -$204K -4,056 -20%
KA
390
Kovack Advisors
Florida
$833K +$834K +16,562 New
SSWM
391
Sheets Smith Wealth Management
North Carolina
$829K +$8K +159 +1%
GC
392
Guggenheim Capital
Illinois
$823K -$21.4K -425 -3%
AWM
393
Apollon Wealth Management
South Carolina
$821K +$821K +16,309 New
CL
394
Choreo LLC
Illinois
$819K -$330K -6,555 -29%
ACM
395
Adalta Capital Management
New York
$805K -$503K -10,000 -38%
GIPW
396
Granite Islands Private Wealth
Connecticut
$804K +$804K +15,970 New
Pathstone Holdings
397
Pathstone Holdings
New Jersey
$787K +$101 +2 +0%
GA
398
GFS Advisors
Texas
$767K
AWM
399
Avior Wealth Management
Nebraska
$756K -$2.11K -42 -0.3%
AIM
400
Advyzon Investment Management
Illinois
$734K -$770K -15,295 -51%