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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
401
Raymond James Trust
Florida
$308K +$12.1K +241 +4%
VF
402
VitalStone Financial
Texas
$306K +$182K +3,610 +146%
DFA
403
DHJJ Financial Advisors
Illinois
$294K +$181K +3,600 +160%
MM
404
Main Management
California
$293K -$11.1K -220 -4%
BTI
405
Blue Trust Inc
Georgia
$291K -$948K -18,822 -76%
RWA
406
Redmont Wealth Advisors
Illinois
$286K -$71K -1,411 -20%
DWM
407
Destination Wealth Management
California
$279K -$146K -2,898 -34%
IWP
408
IAG Wealth Partners
Wisconsin
$279K -$572K -11,363 -67%
CA
409
Continuum Advisory
Idaho
$278K
AFG
410
Atomi Financial Group
New York
$276K +$276K +5,490 New
FPIS
411
Financial Planning & Information Services
Wisconsin
$275K -$266K -5,287 -49%
Lido Advisors
412
Lido Advisors
California
$275K -$14.7K -291 -5%
HCM
413
Hollencrest Capital Management
California
$274K -$910K -18,076 -77%
EWM
414
Executive Wealth Management
Michigan
$269K -$6.65M -132,127 -96%
SW
415
Simplicity Wealth
New Jersey
$265K +$265K +5,260 New
Empower Advisory Group
416
Empower Advisory Group
Colorado
$261K +$262K +5,195 New
WMA
417
Wealth Management Associates
New Jersey
$261K +$48.1K +955 +23%
WS
418
Wedbush Securities
California
$255K -$18.7K -371 -7%
BWP
419
Baldwin Wealth Partners
Massachusetts
$252K
VWM
420
Vigilare Wealth Management
Arizona
$251K
LSA
421
L & S Advisors
California
$251K +$252K +5,000 New
Citigroup
422
Citigroup
New York
$251K -$14.5K -289 -5%
BPA
423
Beacon Pointe Advisors
California
$248K +$248K +4,928 New
FF
424
Friedenthal Financial
New Jersey
$242K +$26.9K +535 +12%
SC
425
Summa Corp
Texas
$239K