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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
476
Bruce G. Allen Investments
Colorado
$40.4K -$8.41K -167 -17%
HGERS
477
Householder Group Estate & Retirement Specialist
Arizona
$40K -$29.1K -577 -42%
CP
478
Castleview Partners
Texas
$35.3K -$655 -13 -2%
VWWMG
479
Vermillion & White Wealth Management Group
Pennsylvania
$34.9K – – –
PNC Financial Services Group
480
PNC Financial Services Group
Pennsylvania
$34.1K +$34.2K +680 New
GCM
481
Gables Capital Management
Florida
$30.5K – – –
PB
482
Pinnacle Bancorp
Nebraska
$25K +$101 +2 +0.4%
WIM
483
Westside Investment Management
California
$23.6K -$304K -6,037 -93%
C
484
Covestor
United Kingdom
$18K +$1.91K +38 +12%
MSG
485
Main Street Group
Virginia
$17.6K – – –
GM
486
GeoWealth Management
Illinois
$17.3K +$17.4K +345 New
Bank of Montreal
487
Bank of Montreal
Ontario, Canada
$10.8K – – –
BL
488
BFSG LLC
California
$10.4K – – –
PGAM
489
Princeton Global Asset Management
New Jersey
$10K – – –
CFG
490
Copley Financial Group
California
$9.94K +$9.97K +198 New
PCWA
491
Pacific Capital Wealth Advisors
California
$9.79K +$9.82K +195 New
HWP
492
Highline Wealth Partners
California
$9.69K +$151 +3 +2%
SWM
493
Spire Wealth Management
Virginia
$6.89K +$101 +2 +1%
OC
494
Oarsman Capital
Wisconsin
$6.78K +$6.8K +135 New
TPCW
495
TD Private Client Wealth
New York
$6.23K -$1.76K -35 -22%
NFSG
496
Newbridge Financial Services Group
Florida
$5.98K – – –
CAS
497
Coppell Advisory Solutions
Texas
$3.47K -$9.52K -189 -73%
PMFA
498
Plante Moran Financial Advisors
Michigan
$3.42K +$3.42K +68 New
LFA
499
Legend Financial Advisors
Pennsylvania
$2.96K – – –
GEA
500
Glen Eagle Advisors
New Jersey
$2.86K – – –