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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
401
Betterment LLC
New York
$806K +$488K +9,687 +153%
SW
402
Simplicity Wealth
New Jersey
$788K +$229K +4,535 +41%
VA
403
VestGen Advisors
Illinois
$785K +$86.4K +1,714 +12%
HW
404
Hamilton Wealth
California
$783K -$15.4M -306,243 -95%
OFS
405
OneAscent Financial Services
Alabama
$760K -$8.26K -164 -1%
OFS
406
Opus Financial Solutions
Illinois
$755K +$116K +2,304 +18%
MCC
407
Money Concepts Capital
Florida
$755K -$2.42M -48,088 -76%
OC
408
Oppenheimer & Co
New York
$748K +$312K +6,185 +71%
AWM
409
Avior Wealth Management
Nebraska
$743K -$98K -1,944 -12%
SFA
410
Sequoia Financial Advisors
Ohio
$738K +$190K +3,770 +35%
Jane Street
411
Jane Street
New York
$736K +$737K +14,619 New
FPAS
412
Focus Partners Advisor Solutions
Missouri
$732K -$204K -4,057 -22%
RSWA
413
Robinson Smith Wealth Advisors
Maine
$725K
FPB
414
First PREMIER Bank
South Dakota
$723K -$105K -2,086 -13%
AIC
415
Archer Investment Corporation
Indiana
$719K +$29.8K +591 +4%
BRWM
416
Blue Rock Wealth Management
North Carolina
$718K -$156K -3,101 -18%
FCA
417
Fortis Capital Advisors
Kansas
$713K -$43K -854 -6%
MFG
418
Magnus Financial Group
New York
$713K -$269K -5,337 -27%
IC
419
IEQ Capital
California
$711K +$349K +6,927 +96%
UB
420
UMB Bank
Missouri
$703K -$121K -2,392 -15%
WCM
421
Winebrenner Capital Management
Kentucky
$698K -$16.2K -321 -2%
GG
422
GenWealth Group
New Jersey
$680K -$29.7K -589 -4%
CHJWM
423
Carlton Hofferkamp & Jenks Wealth Management
Texas
$663K -$38.9K -771 -6%
CF
424
Convergence Financial
Missouri
$651K +$652K +12,933 New
DFG
425
Demars Financial Group
Washington
$639K +$639K +12,683 New