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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$6.81K -$7.11K -141 -51%
NFSG
502
Newbridge Financial Services Group
Florida
$5.99K – – –
FNWA
503
Financial Network Wealth Advisors
Utah
$4.37K +$4.38K +87 New
LFA
504
Legend Financial Advisors
Pennsylvania
$2.97K – – –
GEA
505
Glen Eagle Advisors
New Jersey
$2.87K – – –
PA
506
Parallel Advisors
California
$2.21K – – –
RBC
507
Roble Belko & Company
Pennsylvania
$1K +$958 +19 New
CFD
508
Creative Financial Designs
Indiana
$906 – – –
RIL
509
Rothschild Investment LLC
Illinois
$704 -$52.2K -1,036 -99%
MA
510
MCF Advisors
Kentucky
$554 – – –
GLR
511
Great Lakes Retirement
Ohio
$151 +$151 +3 New
QCM
512
Quantinno Capital Management
New York
– -$9M -178,949 Closed
WAS
513
Wealth Advisory Solutions
Indiana
– -$4.3M -85,087 Closed
HF
514
HRT Financial
New York
– -$3.94M -78,411 Closed
KLC
515
Knowledge Leaders Capital
Colorado
– -$3.26M -64,900 Closed
NL
516
NWAM LLC
Washington
– -$3.27M -64,804 Closed
OMC
517
Old Mission Capital
Illinois
– -$1.68M -33,461 Closed
AWM
518
Aprio Wealth Management
Georgia
– -$1.42M -28,174 Closed
AI
519
AXS Investments
New York
– -$1.26M -25,000 Closed
GAA
520
Global Assets Advisory
Florida
– -$1M -19,936 Closed
TFA
521
Teamwork Financial Advisors
Texas
– -$998K -19,845 Closed
SWP
522
Significant Wealth Partners
Illinois
– -$922K -18,329 Closed
Fiera Capital (Canada)
523
Fiera Capital (Canada)
Quebec, Canada
– -$795K -15,813 Closed
CPP
524
Capasso Planning Partners
South Carolina
– -$673K -13,387 Closed
CWM
525
Centric Wealth Management
Illinois
– -$588K -11,671 Closed