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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
476
EverSource Wealth Advisors
Alabama
$377K +$377K +7,480 New
IC
477
IEQ Capital
California
$362K +$363K +7,200 New
ZI
478
ZEGA Investments
Florida
$359K +$2.57K +51 +0.7%
TFM
479
Trademark Financial Management
Minnesota
$357K +$357K +7,093 New
MIM
480
MTM Investment Management
South Carolina
$354K -$21.8K -432 -6%
BVP
481
Bristlecone Value Partners
California
$341K +$342K +6,778 New
Citadel Advisors
482
Citadel Advisors
Florida
$334K +$334K +6,629 New
HCA
483
Harbour Capital Advisors
Virginia
$323K -$22.7K -450 -7%
FTA
484
Financial & Tax Architects
Missouri
$322K +$323K +6,401 New
Betterment LLC
485
Betterment LLC
New York
$319K +$319K +6,328 New
RAS
486
RPS Advisory Solutions
Kentucky
$314K -$81.4K -1,616 -21%
AC
487
Apella Capital
Connecticut
$314K +$13.6K +270 +5%
PIWA
488
Prevail Innovative Wealth Advisors
Kansas
$311K -$1.03M -20,516 -77%
BRPW
489
Ballast Rock Private Wealth
South Carolina
$302K – – –
PAMG
490
Patton Albertson Miller Group
Tennessee
$302K – – –
IASG
491
Investment Advisory Services Group
Florida
$295K -$997K -19,777 -77%
DWM
492
Diversify Wealth Management
Utah
$292K +$49.8K +988 +21%
AWG
493
Altus Wealth Group
Colorado
$287K +$13.9K +276 +5%
EFG
494
Embree Financial Group
Illinois
$280K -$107K -2,118 -28%
FAM
495
Frontier Asset Management
Wyoming
$276K -$49.6K -984 -15%
LGG
496
Luts & Greenleigh Group
Maryland
$272K +$272K +5,398 New
JIC
497
Johnson Investment Counsel
Ohio
$270K +$271K +5,373 New
BWMG
498
Barnes Wealth Management Group
California
$269K -$151K -2,998 -36%
SAW
499
Signal Advisors Wealth
Michigan
$269K +$269K +5,337 New
VWA
500
VERITY Wealth Advisors
United States
$265K – – –