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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
426
Lido Advisors
California
$266K -$9.58K -190 -3%
BCM
427
Brookstone Capital Management
Illinois
$264K +$61K +1,210 +30%
WS
428
Wedbush Securities
California
$263K +$8.11K +161 +3%
WMA
429
Wealth Management Associates
New Jersey
$261K
FPIS
430
Financial Planning & Information Services
Wisconsin
$254K -$21.7K -430 -8%
BWP
431
Baldwin Wealth Partners
Massachusetts
$252K
LSA
432
L & S Advisors
California
$252K
CFB
433
Cullen/Frost Bankers
Texas
$251K +$252K +4,993 New
EWM
434
Executive Wealth Management
Michigan
$251K -$18.9K -375 -7%
JCIA
435
Jackson Creek Investment Advisors
Colorado
$248K -$262K -5,192 -51%
DWM
436
Denver Wealth Management
Colorado
$247K +$248K +4,913 New
FIA
437
Foundations Investment Advisors
Arizona
$247K -$141K -2,793 -36%
TFGT
438
TS Financial Group (TSFG)
Illinois
$241K -$2.87M -56,989 -92%
SC
439
Summa Corp
Texas
$239K
Citigroup
440
Citigroup
New York
$239K -$11.6K -230 -5%
WIM
441
WealthPlan Investment Management
Nebraska
$234K -$1.76M -34,998 -88%
IHL
442
Investment House LLC
California
$227K
SEA
443
Stegent Equity Advisors
Texas
$222K +$222K +4,406 New
BBHC
444
Brown Brothers Harriman & Co
New York
$221K +$213K +4,231 +2,596%
DCM
445
Donaldson Capital Management
Indiana
$221K -$99.9K -1,983 -31%
PA
446
Procyon Advisors
Connecticut
$220K -$428K -8,496 -66%
AWA
447
Arete Wealth Advisors
Illinois
$220K +$221K +4,381 New
SWA
448
Sax Wealth Advisors
New Jersey
$220K +$220K +4,370 New
HAS
449
HBW Advisory Services
California
$218K +$219K +4,337 New
VAG
450
VisionPoint Advisory Group
Texas
$215K -$6.7K -133 -3%