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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
451
Robertson Stephens Wealth Management
California
$514K -$845K -16,776 -62%
IWS
452
Insight Wealth Strategies
California
$509K +$509K +10,106 New
BJL
453
Brighton Jones LLC
Washington
$507K -$22.9K -455 -4%
RAS
454
RPS Advisory Solutions
Kentucky
$506K +$191K +3,799 +61%
ACM
455
ADAR1 Capital Management
Texas
$504K
PIN
456
Prudent Investors Network
California
$500K
EHC
457
Everett Harris & Co
California
$498K -$191K -3,800 -28%
RC
458
Roundview Capital
New Jersey
$498K
PEA
459
Park Edge Advisors
Ohio
$497K +$498K +9,879 New
WMA
460
Wealth Management Associates
New Jersey
$487K +$504 +10 +0.1%
EFS
461
Essex Financial Services
Connecticut
$487K
MFN
462
Midwest Financial Network
Illinois
$478K -$80.3K -1,594 -14%
IAIM
463
International Assets Investment Management
Florida
$471K -$30K -595 -6%
TFM
464
Trademark Financial Management
Minnesota
$468K +$111K +2,195 +31%
1CP
465
17 Capital Partners
Arizona
$463K -$45.1K -894 -9%
FCP
466
Fidelis Capital Partners
Florida
$455K
ACM
467
AlphaStar Capital Management
North Carolina
$451K -$156K -3,095 -26%
EFA
468
Evernest Financial Advisors
Indiana
$446K -$2.17K -43 -0.5%
BVP
469
Bristlecone Value Partners
California
$437K +$96K +1,905 +28%
Pathstone Holdings
470
Pathstone Holdings
New Jersey
$428K -$360K -7,143 -46%
AWA
471
Acumen Wealth Advisors
Tennessee
$426K -$609K -12,084 -59%
SFC
472
Strategic Financial Concepts
Texas
$426K -$2.33M -46,289 -85%
WTC
473
WhitTier Trust Company
Nevada
$424K
AIM
474
Advyzon Investment Management
Illinois
$417K +$417K +8,283 New
Fidelity Investments
475
Fidelity Investments
Massachusetts
$416K +$331K +6,562 +386%