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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RC
451
Roundview Capital
New Jersey
$498K – – –
EFS
452
Essex Financial Services
Connecticut
$487K -$35.3K -701 -7%
WMA
453
Wealth Management Associates
New Jersey
$487K -$20.5K -407 -4%
GC
454
Guggenheim Capital
Illinois
$481K -$343K -6,799 -42%
ACM
455
Adalta Capital Management
New York
$478K -$328K -6,505 -41%
FCP
456
Fidelis Capital Partners
Florida
$455K – – –
EFA
457
Evernest Financial Advisors
Indiana
$448K -$5.11M -101,358 -92%
AWM
458
AE Wealth Management
Kansas
$446K -$393K -7,805 -47%
KF
459
Krilogy Financial
Missouri
$440K -$160K -3,171 -27%
RWM
460
Riverchase Wealth Management
Texas
$438K -$942K -18,692 -68%
OC
461
Oppenheimer & Co
New York
$436K +$5.04K +100 +1%
CIA
462
Cascade Investment Advisors
Oregon
$428K +$49.4K +980 +13%
WTC
463
WhitTier Trust Company
Nevada
$424K – – –
CCA
464
Cypress Capital Advisors
Tennessee
$423K -$6.22M -123,396 -94%
IWN
465
Independent Wealth Network
Iowa
$421K -$1.01K -20 -0.2%
Citigroup
466
Citigroup
New York
$417K +$1.81K +36 +0.4%
LI
467
LifeWealth Investments
Florida
$414K -$595K -11,810 -59%
GSC
468
G&S Capital
Colorado
$405K -$72.8K -1,445 -15%
HCA
469
Heck Capital Advisors
Wisconsin
$400K – – –
CF
470
Centaurus Financial
California
$399K -$20K -396 -5%
DAS
471
Dynamic Advisor Solutions
Arizona
$399K – – –
FSA
472
Financial Services Advisory
Maryland
$397K – – –
HI
473
Harbour Investments
Wisconsin
$395K +$26.5K +525 +7%
WF
474
WealthPoint Financial
North Carolina
$392K +$30.6K +607 +8%
FFA
475
Florida Financial Advisors
Florida
$390K +$13.6K +270 +4%