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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
401
Raymond James Trust
Florida
$282K
WMS
402
Wealth Management Solutions
Pennsylvania
$276K -$7.21K -143 -3%
NCM
403
Northwest Capital Management
Oregon
$274K +$274K +5,440 New
WS
404
Wedbush Securities
California
$267K +$268K +5,313 New
IFG
405
Independent Financial Group
California
$266K +$2.77K +55 +1%
SFP
406
Strategic Financial Partners
Oregon
$257K -$50.2K -997 -16%
IWN
407
Independent Wealth Network
Iowa
$254K -$3.23K -64 -1%
OC
408
Oarsman Capital
Wisconsin
$249K -$3.98K -79 -2%
FA
409
Fiduciary Alliance
South Carolina
$247K -$2.5M -49,593 -91%
ACM
410
Advisors Capital Management
New Jersey
$245K -$7.06K -140 -3%
QWM
411
QP Wealth Management
New Jersey
$242K +$12.9K +256 +6%
GM
412
GeoWealth Management
Illinois
$242K +$242K +4,797 New
S
413
SignatureFD
Georgia
$242K -$125K -2,488 -34%
SW
414
SVB Wealth
Massachusetts
$242K -$449K -8,915 -65%
Betterment LLC
415
Betterment LLC
New York
$241K +$242K +4,798 New
WMA
416
Wealth Management Associates
New Jersey
$238K
Fiera Capital (Canada)
417
Fiera Capital (Canada)
Quebec, Canada
$235K -$265K -5,250 -53%
RFA
418
Register Financial Advisors
Georgia
$226K +$4.89K +97 +2%
Thrivent Financial for Lutherans
419
Thrivent Financial for Lutherans
Minnesota
$226K -$50 -1 -0%
CWA
420
Clearview Wealth Advisors
Oregon
$221K -$47.3K -939 -18%
VF
421
VitalStone Financial
Texas
$220K -$1.91M -37,804 -90%
IIA
422
IPG Investment Advisors
California
$219K +$219K +4,355 New
CPP
423
Capasso Planning Partners
South Carolina
$218K +$2.72K +54 +1%
LL
424
LPWM LLC
Minnesota
$213K +$214K +4,240 New
GWSG
425
GPS Wealth Strategies Group
Colorado
$212K +$92.5K +1,836 +78%