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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CP
476
Castleview Partners
Texas
$35.3K -$655 -13 -2%
VWWMG
477
Vermillion & White Wealth Management Group
Pennsylvania
$34.9K
PNC Financial Services Group
478
PNC Financial Services Group
Pennsylvania
$34.1K +$34.2K +680 New
GCM
479
Gables Capital Management
Florida
$30.5K
PB
480
Pinnacle Bancorp
Nebraska
$25K +$101 +2 +0.4%
WIM
481
Westside Investment Management
California
$23.6K -$304K -6,037 -93%
C
482
Covestor
United Kingdom
$18K +$1.91K +38 +12%
MSG
483
Main Street Group
Virginia
$17.6K
GM
484
GeoWealth Management
Illinois
$17.3K +$17.4K +345 New
Bank of Montreal
485
Bank of Montreal
Ontario, Canada
$10.8K
BL
486
BFSG LLC
California
$10.4K
PGAM
487
Princeton Global Asset Management
New Jersey
$10K
CFG
488
Copley Financial Group
California
$9.94K +$9.97K +198 New
PCWA
489
Pacific Capital Wealth Advisors
California
$9.79K +$9.82K +195 New
HWP
490
Highline Wealth Partners
California
$9.69K +$151 +3 +2%
SWM
491
Spire Wealth Management
Virginia
$6.89K +$101 +2 +1%
OC
492
Oarsman Capital
Wisconsin
$6.78K +$6.8K +135 New
TPCW
493
TD Private Client Wealth
New York
$6.23K -$1.76K -35 -22%
NFSG
494
Newbridge Financial Services Group
Florida
$5.98K
CAS
495
Coppell Advisory Solutions
Texas
$3.47K -$9.52K -189 -73%
PMFA
496
Plante Moran Financial Advisors
Michigan
$3.42K +$3.42K +68 New
LFA
497
Legend Financial Advisors
Pennsylvania
$2.96K
GEA
498
Glen Eagle Advisors
New Jersey
$2.86K
HWA
499
Heritage Wealth Advisors
Virginia
$2.4K -$9.87K -196 -80%
PA
500
Parallel Advisors
California
$2.21K