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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EPAM
451
Euro Pacific Asset Management
Puerto Rico
$463K -$21.5K -427 -4%
FCP
452
Fidelis Capital Partners
Florida
$455K
IWP
453
IAG Wealth Partners
Wisconsin
$436K -$4.28K -85 -1%
OC
454
Oppenheimer & Co
New York
$431K -$189K -3,755 -30%
WTC
455
WhitTier Trust Company
Nevada
$424K
IWN
456
Independent Wealth Network
Iowa
$422K
BWMG
457
Barnes Wealth Management Group
California
$420K -$10.9K -216 -3%
CF
458
Centaurus Financial
California
$419K -$569K -11,311 -58%
Citigroup
459
Citigroup
New York
$415K +$375K +7,453 +932%
IAIM
460
International Assets Investment Management
Florida
$410K +$411K +8,157 New
PCS
461
Private Client Services
Kentucky
$402K -$26.4K -524 -6%
OIA
462
OneDigital Investment Advisors
Kansas
$401K
HCA
463
Heck Capital Advisors
Wisconsin
$400K
DAS
464
Dynamic Advisor Solutions
Arizona
$399K -$51.1K -1,016 -11%
FSA
465
Financial Services Advisory
Maryland
$397K
VWM
466
Vigilare Wealth Management
Arizona
$396K -$431K -8,568 -52%
RAS
467
RPS Advisory Solutions
Kentucky
$395K +$24.1K +479 +6%
EFG
468
Embree Financial Group
Illinois
$387K -$122K -2,415 -24%
CIA
469
Cascade Investment Advisors
Oregon
$379K -$3.17K -63 -0.8%
MAG
470
MRA Advisory Group
New Jersey
$379K +$80K +1,590 +27%
FFA
471
Florida Financial Advisors
Florida
$376K -$11.5K -228 -3%
MIM
472
MTM Investment Management
South Carolina
$375K -$23.7K -470 -6%
VCP
473
Verus Capital Partners
Arizona
$370K +$370K +7,346 New
HI
474
Harbour Investments
Wisconsin
$369K +$24.3K +482 +7%
WF
475
WealthPoint Financial
North Carolina
$361K +$361K +7,177 New