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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
426
Atomi Financial Group
New York
$276K -$706 -14 -0.3%
Lido Advisors
427
Lido Advisors
California
$266K -$9.58K -190 -3%
BCM
428
Brookstone Capital Management
Illinois
$264K +$61K +1,210 +30%
WS
429
Wedbush Securities
California
$263K +$8.11K +161 +3%
WMA
430
Wealth Management Associates
New Jersey
$261K – – –
FPIS
431
Financial Planning & Information Services
Wisconsin
$254K -$21.7K -430 -8%
BWP
432
Baldwin Wealth Partners
Massachusetts
$252K – – –
LSA
433
L & S Advisors
California
$252K – – –
CFB
434
Cullen/Frost Bankers
Texas
$251K +$252K +4,993 New
EWM
435
Executive Wealth Management
Michigan
$251K -$18.9K -375 -7%
JCIA
436
Jackson Creek Investment Advisors
Colorado
$248K -$262K -5,192 -51%
DWM
437
Denver Wealth Management
Colorado
$247K +$248K +4,913 New
FIA
438
Foundations Investment Advisors
Arizona
$247K -$141K -2,793 -36%
TFGT
439
TS Financial Group (TSFG)
Illinois
$241K -$2.87M -56,989 -92%
SC
440
Summa Corp
Texas
$239K – – –
Citigroup
441
Citigroup
New York
$239K -$11.6K -230 -5%
WIM
442
WealthPlan Investment Management
Nebraska
$234K -$1.76M -34,998 -88%
IHL
443
Investment House LLC
California
$227K – – –
SEA
444
Stegent Equity Advisors
Texas
$222K +$222K +4,406 New
BBHC
445
Brown Brothers Harriman & Co
New York
$221K +$213K +4,231 +2,596%
DCM
446
Donaldson Capital Management
Indiana
$221K -$99.9K -1,983 -31%
PA
447
Procyon Advisors
Connecticut
$220K -$428K -8,496 -66%
AWA
448
Arete Wealth Advisors
Illinois
$220K +$221K +4,381 New
SWA
449
Sax Wealth Advisors
New Jersey
$220K +$220K +4,370 New
HAS
450
HBW Advisory Services
California
$218K +$219K +4,337 New