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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
526
Global Wealth Strategies & Associates
Colorado
$29.8K -$4.03K -80 -12%
RWA
527
Redmont Wealth Advisors
Illinois
$26.9K – – –
PB
528
Pinnacle Bancorp
Nebraska
$25K – – –
CIAS
529
CBIZ Investment Advisory Services
Ohio
$22.9K +$22.9K +455 New
FC
530
Financial Consulate
Maryland
$21.4K +$21.4K +425 New
GIA
531
GHP Investment Advisors
Colorado
$16K – – –
T
532
Transce3nd
Texas
$15.5K -$729K -14,484 -98%
APW
533
Aventura Private Wealth
Florida
$15.4K – – –
GCM
534
Gables Capital Management
Florida
$15.1K – – –
1IA
535
1620 Investment Advisors
Massachusetts
$14.2K – – –
CAIM
536
Catherine Avery Investment Management
Florida
$12.9K +$151 +3 +1%
T
537
Tidemark
California
$12.4K +$50 +1 +0.4%
C
538
Covestor
United Kingdom
$12K +$856 +17 +8%
TFGT
539
TS Financial Group (TSFG)
Illinois
$10K +$3.32K +66 +50%
Franklin Resources
540
Franklin Resources
California
$6.79K -$3.27K -65 -33%
BWM
541
Bernard Wealth Management
Michigan
$6.74K – – –
TCOT
542
Trust Company of Toledo
Ohio
$6.69K – – –
CFO
543
CVA Family Office
Colorado
$6.28K – – –
NFSG
544
Newbridge Financial Services Group
Florida
$5.98K – – –
CFB
545
Cullen/Frost Bankers
Texas
$5.03K +$5.04K +100 New
CTWM
546
Cherry Tree Wealth Management
Minnesota
$4.98K – – –
CPG
547
Cornerstone Planning Group
New Jersey
$3.59K -$47.5K -944 -93%
OC
548
Oakworth Capital
Alabama
$3.47K +$3.48K +69 New
GEA
549
Glen Eagle Advisors
New Jersey
$2.87K – – –
PA
550
Parallel Advisors
California
$2.21K – – –