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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BL
476
BFSG LLC
California
$3.47K +$3.47K +69 New
LFA
477
Legend Financial Advisors
Pennsylvania
$2.97K – – –
GEA
478
Glen Eagle Advisors
New Jersey
$2.87K – – –
PA
479
Parallel Advisors
California
$2.21K -$1.76K -35 -44%
KFS
480
Kelly Financial Services
Massachusetts
$1.91K +$1.91K +38 New
CCMI
481
Creative Capital Management Investments
California
$1.81K +$1.81K +36 New
HFS
482
Hantz Financial Services
Michigan
$1K +$755 +15 New
GIA
483
GHP Investment Advisors
Colorado
$956 – – –
CFD
484
Creative Financial Designs
Indiana
$905 -$10.2K -202 -92%
MA
485
MCF Advisors
Kentucky
$554 – – –
CIA
486
Cape Investment Advisory
Georgia
$352 – – –
Korea Investment Corp
487
Korea Investment Corp
South Korea
– -$29.6M -589,992 Closed
UIC
488
Uniplan Investment Counsel
Wisconsin
– -$28.5M -567,011 Closed
ES
489
Eagle Strategies
New York
– -$6.86M -136,583 Closed
EF
490
Empowered Funds
Pennsylvania
– -$3.91M -77,908 Closed
SFP
491
Sweet Financial Partners
Minnesota
– -$3.7M -73,645 Closed
FA
492
FDx Advisors
Illinois
– -$3.53M -70,336 Closed
GM
493
GeoWealth Management
Illinois
– -$3.5M -69,674 Closed
DA
494
Detalus Advisors
Missouri
– -$3.45M -68,628 Closed
HGWM
495
Horst & Graben Wealth Management
Oregon
– -$3.03M -60,319 Closed
WAG
496
Wallace Advisory Group
California
– -$2.41M -47,922 Closed
KW
497
KWB Wealth
California
– -$2.38M -47,395 Closed
SHJ
498
Sharkey, Howes & Javer
Colorado
– -$1.87M -37,201 Closed
AG
499
Ascent Group
Virginia
– -$1.59M -31,495 Closed
CFIM
500
Client First Investment Management
Wisconsin
– -$1.26M -25,014 Closed