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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
Brookstone Capital Management
Illinois
$210K -$53.8K -1,068 -20%
MWM
452
Melfa Wealth Management
Massachusetts
$208K – – –
Citigroup
453
Citigroup
New York
$207K -$32.4K -644 -14%
SFPG
454
Stonebridge Financial Planning Group
Florida
$206K -$108K -2,150 -34%
PWM
455
Perigon Wealth Management
California
$205K +$206K +4,085 New
TWM
456
Trinity Wealth Management
Pennsylvania
$205K +$206K +4,085 New
T
457
Tidemark
California
$190K -$20.4K -406 -10%
AIC
458
Archer Investment Corporation
Indiana
$186K -$20.3K -404 -10%
JFGIW
459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K – – –
US Bancorp
460
US Bancorp
Minnesota
$166K +$4.88K +97 +3%
WSFS
461
Wilmington Savings Fund Society
Delaware
$141K +$141K +2,800 New
FF
462
Friedenthal Financial
New Jersey
$140K -$403 -8 -0.3%
RI
463
Ridgewood Investments
New Jersey
$120K -$262K -5,209 -68%
TH
464
TCTC Holdings
Texas
$87K – – –
EWM
465
EPG Wealth Management
Georgia
$79.7K +$80K +1,588 New
Fidelity Investments
466
Fidelity Investments
Massachusetts
$75.1K -$3.52K -70 -4%
AWM
467
Atticus Wealth Management
Florida
$73.4K -$26.5K -527 -27%
HFM
468
Hartford Financial Management
Connecticut
$69K +$5.94K +118 +9%
PCM
469
Penserra Capital Management
California
$69K -$21.8K -433 -24%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$60.3K – – –
FHA
471
First Horizon Advisors
Tennessee
$58.7K +$37.3K +741 +173%
CA
472
CoreCap Advisors
Michigan
$58.3K – – –
CPG
473
Cornerstone Planning Group
New Jersey
$56.8K +$252 +5 +0.4%
PWA
474
Provenance Wealth Advisors
Florida
$49.7K +$49.8K +990 New
DF
475
Dunhill Financial
United Kingdom
$45.2K +$45.3K +900 New