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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VAG
451
VisionPoint Advisory Group
Texas
$215K -$6.7K -133 -3%
T
452
Tidemark
California
$210K -$126K -2,507 -37%
AAM
453
Aureus Asset Management
Massachusetts
$210K +$210K +4,169 New
MWM
454
Melfa Wealth Management
Massachusetts
$209K – – –
VF
455
VitalStone Financial
Texas
$207K -$98.9K -1,962 -32%
AIC
456
Archer Investment Corporation
Indiana
$206K +$58K +1,150 +39%
VNA
457
Valley National Advisers
Pennsylvania
$197K +$62.4K +1,238 +46%
JFGIW
458
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K – – –
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$176K +$176K +3,500 New
US Bancorp
460
US Bancorp
Minnesota
$162K -$350K -6,946 -68%
FFA
461
Farther Finance Advisors
California
$145K -$174K -3,453 -55%
FF
462
Friedenthal Financial
New Jersey
$141K -$102K -2,024 -42%
ACA
463
Atlas Capital Advisors
Wyoming
$136K +$136K +2,707 New
TWC
464
TD Waterhouse Canada
Ontario, Canada
$132K -$40.9K -811 -24%
LWM
465
Liberty Wealth Management
California
$123K +$6.17M +122,518 New
AWM
466
Atticus Wealth Management
Florida
$100K -$70.5K -1,398 -41%
IAIM
467
International Assets Investment Management
Florida
$97.1K +$97.3K +1,931 New
PCM
468
Penserra Capital Management
California
$91K +$2.12K +42 +2%
OWA
469
Opal Wealth Advisors
New York
$88K +$1.16K +23 +1%
TH
470
TCTC Holdings
Texas
$87.1K – – –
EWM
471
EPG Wealth Management
Georgia
$79K -$78.1K -1,550 Closed
Fidelity Investments
472
Fidelity Investments
Massachusetts
$78.8K +$56.6K +1,123 +253%
HGERS
473
Householder Group Estate & Retirement Specialist
Arizona
$69K -$2.27K -45 -3%
HFM
474
Hartford Financial Management
Connecticut
$63.2K +$8.72K +173 +16%
PFBT
475
Parkside Financial Bank & Trust
Missouri
$60.4K – – –