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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
451
Prospera Financial Services
Texas
$364K -$5.09K -101 -1%
US Bancorp
452
US Bancorp
Minnesota
$360K +$157K +3,112 +77%
CRC
453
Curi RMB Capital
Illinois
$359K -$156K -3,087 -30%
MSR
454
Main Street Research
Connecticut
$330K +$331K +6,561 New
AC
455
Avestar Capital
New York
$329K -$13.1K -260 -4%
NA
456
Nottingham Advisors
New York
$322K -$97.2K -1,928 -23%
IWA
457
Icon Wealth Advisors
Texas
$315K +$315K +6,250 New
ZI
458
ZEGA Investments
Florida
$310K +$54.9K +1,090 +21%
FFS
459
Flavin Financial Services
Florida
$309K – – –
MOS
460
MGO One Seven
Ohio
$308K +$20.5K +407 +7%
AC
461
Apella Capital
Connecticut
$305K -$3.17K -63 -1%
VCP
462
Verus Capital Partners
Arizona
$303K +$303K +6,011 New
FA
463
Fiduciary Alliance
South Carolina
$302K +$302K +6,000 New
PG
464
Prostatis Group
Maryland
$299K +$300K +5,950 New
CAM
465
Creekmur Asset Management
Illinois
$296K -$454 -9 -0.2%
VBFP
466
Valtinson Bruner Financial Planning
Minnesota
$295K – – –
GG
467
GenWealth Group
New Jersey
$294K +$82K +1,627 +39%
GLA
468
Good Life Advisors
Pennsylvania
$280K +$26.5K +526 +10%
FF
469
Friedenthal Financial
New Jersey
$279K +$208K +4,130 +294%
DAS
470
Dynamic Advisor Solutions
Arizona
$277K +$277K +5,501 New
NS
471
NBC Securities
Alabama
$271K +$271K +5,378 +59,756%
VWA
472
VERITY Wealth Advisors
United States
$265K – – –
HHGA
473
Halbert Hargrove Global Advisors
California
$255K -$95.8M -1,899,892 -100%
LBC
474
Lowe Brockenbrough & Co
Virginia
$254K -$5.04K -100 -2%
BWP
475
Baldwin Wealth Partners
Massachusetts
$252K – – –