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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
426
Harbour Capital Advisors
Virginia
$448K
GG
427
GenWealth Group
New Jersey
$444K +$124K +2,456 +39%
IWP
428
IAG Wealth Partners
Wisconsin
$440K -$158K -3,137 -26%
FSA
429
Financial Sense Advisors
California
$436K +$437K +8,672 New
BWMG
430
Barnes Wealth Management Group
California
$430K -$19.5K -387 -4%
PCS
431
Private Client Services
Kentucky
$427K -$163K -3,228 -28%
DCA
432
DSG Capital Advisors
Minnesota
$427K -$85.8K -1,703 -17%
WTC
433
WhitTier Trust Company
Nevada
$423K
IWN
434
Independent Wealth Network
Iowa
$421K -$86.8K -1,723 -17%
US Bancorp
435
US Bancorp
Minnesota
$415K +$270K +5,358 +185%
OIA
436
OneDigital Investment Advisors
Kansas
$401K -$517K -10,261 -56%
HCA
437
Heck Capital Advisors
Wisconsin
$399K
PFS
438
Prospera Financial Services
Texas
$399K +$24.3K +482 +6%
MIM
439
MTM Investment Management
South Carolina
$399K -$101K -2,000 -20%
FSA
440
Financial Services Advisory
Maryland
$397K
PA
441
PSI Advisors
Florida
$394K +$395K +7,847 New
FFA
442
Florida Financial Advisors
Florida
$387K +$55.9K +1,110 +17%
CIA
443
Cascade Investment Advisors
Oregon
$382K -$369K -7,331 -49%
OPWM
444
Oregon Pacific Wealth Management
Oregon
$376K +$755 +15 +0.2%
PWM
445
Peck Wealth Management
New York
$375K +$376K +7,462 New
MG
446
Mather Group
Illinois
$371K
RAS
447
RPS Advisory Solutions
Kentucky
$371K +$372K +7,380 New
LC
448
Luminist Capital
Michigan
$366K +$272K +5,396 +288%
RIA
449
Regal Investment Advisors
Michigan
$363K -$67.1K -1,333 -16%
SFA
450
Sequoia Financial Advisors
Ohio
$363K -$133K -2,645 -27%