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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
451
Flavin Financial Services
Florida
$309K +$309K +6,146 New
AC
452
Apella Capital
Connecticut
$308K -$291K -5,773 -49%
PCS
453
Private Client Services
Kentucky
$304K +$304K +6,040 New
RWA
454
Redmont Wealth Advisors
Illinois
$301K -$3.52K -70 -1%
CAM
455
Creekmur Asset Management
Illinois
$297K -$252 -5 -0.1%
KV
456
Kickstand Ventures
New York
$296K +$4.08K +81 +1%
VBFP
457
Valtinson Bruner Financial Planning
Minnesota
$295K
MOS
458
MGO One Seven
Ohio
$288K -$39.8K -791 -12%
Pathstone Holdings
459
Pathstone Holdings
New Jersey
$287K -$29.7K -590 -9%
CA
460
Continuum Advisory
Idaho
$278K
Focus Partners Wealth
461
Focus Partners Wealth
Massachusetts
$277K +$277K +5,505 New
WS
462
Wedbush Securities
California
$274K +$29.4K +584 +12%
CB
463
Community Bank
New York
$274K
VWA
464
VERITY Wealth Advisors
United States
$265K -$161K -3,200 -38%
MM
465
Main Management
California
$259K -$8.71K -173 -3%
LBC
466
Lowe Brockenbrough & Co
Virginia
$259K -$128K -2,535 -33%
ZI
467
ZEGA Investments
Florida
$256K +$256K +5,076 New
GLA
468
Good Life Advisors
Pennsylvania
$254K -$101 -2 -0%
BWP
469
Baldwin Wealth Partners
Massachusetts
$252K
LSA
470
L & S Advisors
California
$252K
QCM
471
Quantinno Capital Management
New York
$249K +$249K +4,956 New
VAG
472
VisionPoint Advisory Group
Texas
$240K -$403 -8 -0.2%
S
473
SignatureFD
Georgia
$239K -$62.6K -1,244 -21%
WMN
474
Wealth Management Nebraska
Nebraska
$235K +$235K +4,668 New
KFGK
475
Keystone Financial Group (Kentucky)
Kentucky
$235K +$2.72K +54 +1%