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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
551
Legend Financial Advisors
Pennsylvania
$2.97K – – –
GEA
552
Glen Eagle Advisors
New Jersey
$2.87K – – –
PA
553
Parallel Advisors
California
$2.21K – – –
MAS
554
MPWM Advisory Solutions
Georgia
$2.21K +$2.21K +44 New
CA
555
Centerpoint Advisors
Massachusetts
$2K – – –
MSG
556
Main Street Group
Virginia
$1.86K -$15.8K -313 -89%
MSWA
557
Marshall & Sterling Wealth Advisors
New York
$1.24K +$1.26K +25 New
RBC
558
Roble Belko & Company
Pennsylvania
$1K +$50 +1 +5%
GIA
559
GHP Investment Advisors
Colorado
$957 – – –
RIL
560
Rothschild Investment LLC
Illinois
$704 – – –
BWM
561
Bernard Wealth Management
Michigan
$604 +$604 +12 New
RBA
562
Richard Bernstein Advisors
New York
$578 – – –
MA
563
MCF Advisors
Kentucky
$554 – – –
NS
564
NBC Securities
Alabama
$486 -$454K -9,017 -100%
AG
565
AmeriFlex Group
Nevada
$302 +$302 +6 New
First Trust Advisors
566
First Trust Advisors
Illinois
– -$68.2M -1,358,650 Closed
Citadel Advisors
567
Citadel Advisors
Florida
– -$16.2M -322,077 Closed
CSPIA
568
Cary Street Partners Investment Advisory
Virginia
– -$15.6M -311,046 Closed
Fiera Capital (Canada)
569
Fiera Capital (Canada)
Quebec, Canada
– -$11.1M -221,532 Closed
SBF
570
Sara-Bay Financial
Florida
– -$3.98M -79,323 Closed
Brown Advisory
571
Brown Advisory
Maryland
– -$3.95M -78,711 Closed
QC
572
Quadrature Capital
United Kingdom
– -$1.42M -28,208 Closed
BFWA
573
Benchmark Financial Wealth Advisors
Florida
– -$1.22M -24,372 Closed
CIC
574
Chilton Investment Company
Connecticut
– -$915K -18,225 Closed
AFP
575
Alpha Financial Partners
Kentucky
– -$643K -12,802 Closed