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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
426
Dynamic Advisor Solutions
Arizona
$449K +$12.3K +244 +3%
HCA
427
Harbour Capital Advisors
Virginia
$448K – – –
GG
428
GenWealth Group
New Jersey
$444K +$124K +2,456 +39%
IWP
429
IAG Wealth Partners
Wisconsin
$440K -$158K -3,137 -26%
FSA
430
Financial Sense Advisors
California
$436K +$437K +8,672 New
BWMG
431
Barnes Wealth Management Group
California
$430K -$19.5K -387 -4%
PCS
432
Private Client Services
Kentucky
$427K -$163K -3,228 -28%
DCA
433
DSG Capital Advisors
Minnesota
$427K -$85.8K -1,703 -17%
WTC
434
WhitTier Trust Company
Nevada
$423K – – –
IWN
435
Independent Wealth Network
Iowa
$421K -$86.8K -1,723 -17%
US Bancorp
436
US Bancorp
Minnesota
$415K +$270K +5,358 +185%
OIA
437
OneDigital Investment Advisors
Kansas
$401K -$517K -10,261 -56%
HCA
438
Heck Capital Advisors
Wisconsin
$399K – – –
PFS
439
Prospera Financial Services
Texas
$399K +$24.3K +482 +6%
MIM
440
MTM Investment Management
South Carolina
$399K -$101K -2,000 -20%
FSA
441
Financial Services Advisory
Maryland
$397K – – –
PA
442
PSI Advisors
Florida
$394K +$395K +7,847 New
FFA
443
Florida Financial Advisors
Florida
$387K +$55.9K +1,110 +17%
CIA
444
Cascade Investment Advisors
Oregon
$382K -$369K -7,331 -49%
OPWM
445
Oregon Pacific Wealth Management
Oregon
$376K +$755 +15 +0.2%
PWM
446
Peck Wealth Management
New York
$375K +$376K +7,462 New
MG
447
Mather Group
Illinois
$371K – – –
RAS
448
RPS Advisory Solutions
Kentucky
$371K +$372K +7,380 New
LC
449
Luminist Capital
Michigan
$366K +$272K +5,396 +288%
RIA
450
Regal Investment Advisors
Michigan
$363K -$67.1K -1,333 -16%