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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
451
Cascade Investment Advisors
Oregon
$515K +$86.2K +1,711 +20%
RSWM
452
Robertson Stephens Wealth Management
California
$514K -$845K -16,776 -62%
IWS
453
Insight Wealth Strategies
California
$509K +$509K +10,106 New
BJL
454
Brighton Jones LLC
Washington
$507K -$22.9K -455 -4%
RAS
455
RPS Advisory Solutions
Kentucky
$506K +$191K +3,799 +61%
ACM
456
ADAR1 Capital Management
Texas
$504K – – –
PIN
457
Prudent Investors Network
California
$500K – – –
EHC
458
Everett Harris & Co
California
$498K -$191K -3,800 -28%
RC
459
Roundview Capital
New Jersey
$498K – – –
PEA
460
Park Edge Advisors
Ohio
$497K +$498K +9,879 New
WMA
461
Wealth Management Associates
New Jersey
$487K +$504 +10 +0.1%
EFS
462
Essex Financial Services
Connecticut
$487K – – –
MFN
463
Midwest Financial Network
Illinois
$478K -$80.3K -1,594 -14%
IAIM
464
International Assets Investment Management
Florida
$471K -$30K -595 -6%
TFM
465
Trademark Financial Management
Minnesota
$468K +$111K +2,195 +31%
1CP
466
17 Capital Partners
Arizona
$463K -$45.1K -894 -9%
FCP
467
Fidelis Capital Partners
Florida
$455K – – –
ACM
468
AlphaStar Capital Management
North Carolina
$451K -$156K -3,095 -26%
EFA
469
Evernest Financial Advisors
Indiana
$446K -$2.17K -43 -0.5%
BVP
470
Bristlecone Value Partners
California
$437K +$96K +1,905 +28%
Pathstone Holdings
471
Pathstone Holdings
New Jersey
$428K -$360K -7,143 -46%
AWA
472
Acumen Wealth Advisors
Tennessee
$426K -$609K -12,084 -59%
SFC
473
Strategic Financial Concepts
Texas
$426K -$2.33M -46,289 -85%
WTC
474
WhitTier Trust Company
Nevada
$424K – – –
AIM
475
Advyzon Investment Management
Illinois
$417K +$417K +8,283 New