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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
476
Gotham Asset Management
New York
$280K +$281K +5,569 New
FAM
477
Frontier Asset Management
Wyoming
$270K +$271K +5,375 New
KWA
478
Kingswood Wealth Advisors
California
$270K +$271K +5,371 New
VWA
479
VERITY Wealth Advisors
United States
$265K
EB
480
Eastern Bank
Massachusetts
$263K +$179K +3,545 +210%
TCM
481
Traynor Capital Management
Pennsylvania
$258K +$258K +5,130 New
FIA
482
Foundations Investment Advisors
Arizona
$255K +$3.38K +67 +1%
S
483
SignatureFD
Georgia
$255K +$26.2K +521 +11%
BWP
484
Baldwin Wealth Partners
Massachusetts
$252K
LSA
485
L & S Advisors
California
$252K
AC
486
Avestar Capital
New York
$250K -$78.7K -1,563 -24%
VAG
487
VisionPoint Advisory Group
Texas
$250K +$7.15K +142 +3%
MMM
488
Mendel Money Management
Illinois
$250K -$1.76K -35 -0.7%
CFG
489
Citizens Financial Group
Rhode Island
$242K +$242K +4,808 New
KFGK
490
Keystone Financial Group (Kentucky)
Kentucky
$240K +$2.57K +51 +1%
IFG
491
Independent Financial Group
California
$239K +$26.2K +520 +12%
BFA
492
Brown Financial Advisory
Alabama
$235K +$235K +4,667 New
WMN
493
Wealth Management Nebraska
Nebraska
$234K
CB
494
Commerce Bank
Missouri
$234K +$235K +4,657 New
RWM
495
Revisor Wealth Management
Ohio
$234K -$2.77K -55 -1%
DWM
496
Diversify Wealth Management
Utah
$232K +$232K +4,608 New
MGIA
497
Moneta Group Investment Advisors
Missouri
$232K +$957 +19 +0.4%
Fifth Third Bancorp
498
Fifth Third Bancorp
Ohio
$228K +$131K +2,603 +135%
LWM
499
Liberty Wealth Management
California
$206K +$206K +4,095 New
TFO
500
Tarbox Family Office
California
$205K +$205K +4,074 New