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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TF
426
Trek Financial
Arizona
$633K -$18.8K -373 -3%
NFA
427
Northern Financial Advisors
Michigan
$626K +$627K +12,437 New
Lido Advisors
428
Lido Advisors
California
$620K -$44.5M -882,156 -99%
LOWM
429
Laurel Oak Wealth Management
New Jersey
$611K +$1.51K +30 +0.2%
SCA
430
Snowden Capital Advisors
New York
$606K +$45.7K +907 +8%
CAL
431
Capital Advisors Ltd
Ohio
$594K -$31.1K -617 -5%
JWCA
432
J.W. Cole Advisors
Florida
$591K -$114K -2,262 -16%
RFP
433
Root Financial Partners
California
$591K -$3.33K -66 -0.6%
NC
434
NewSquare Capital
Pennsylvania
$591K +$12.2K +243 +2%
SAW
435
Signal Advisors Wealth
Michigan
$587K +$319K +6,321 +118%
BOM
436
Bank of Marin
California
$580K -$335K -6,649 -37%
FTA
437
Financial & Tax Architects
Missouri
$571K +$249K +4,937 +77%
ARC
438
Advisor Resource Council
Texas
$569K -$20.2K -400 -3%
CWP
439
Core Wealth Partners
California
$565K -$83.6K -1,659 -13%
RCS
440
Retirement Capital Strategies
California
$562K -$5.1M -101,236 -90%
TWM
441
TopTier Wealth Management
Wisconsin
$561K -$31.5K -625 -5%
DWM
442
Diversify Wealth Management
Utah
$559K +$265K +5,265 +91%
DAS
443
Diversify Advisory Services
Utah
$559K +$558K +11,068 New
SC
444
Summa Corp
Texas
$556K +$350K +6,940 +170%
VCP
445
Verus Capital Partners
Arizona
$556K -$15.8K -314 -3%
CA
446
CGN Advisors
Kansas
$548K -$1.01K -20 -0.2%
PCA
447
Prosperity Capital Advisors
Ohio
$537K -$3.24M -64,346 -86%
PFA
448
Professional Financial Advisors
Nebraska
$529K -$39.4K -781 -7%
SA
449
Sovran Advisors
California
$515K +$266K +5,280 +107%
CIA
450
Cascade Investment Advisors
Oregon
$515K +$86.2K +1,711 +20%