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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
551
Creative Financial Designs
Indiana
$12.4K +$12.4K +246 New
RI
552
Ridgewood Investments
New Jersey
$11.1K -$99.6K -1,976 -90%
PGAM
553
Princeton Global Asset Management
New Jersey
$10.1K
C
554
Covestor
United Kingdom
$10K -$21K -416 -69%
HWP
555
Highline Wealth Partners
California
$9.93K +$101 +2 +1%
AF
556
Advisornet Financial
Minnesota
$7.7K -$108K -2,135 -93%
BWM
557
Bernard Wealth Management
Michigan
$7.35K +$6.75K +134 +1,117%
SWM
558
Spire Wealth Management
Virginia
$7.05K +$50 +1 +0.7%
TFGT
559
TS Financial Group (TSFG)
Illinois
$7K +$50 +1 +0.8%
IHWM
560
Iron Horse Wealth Management
Iowa
$6.69K +$6.7K +133 New
HNB
561
Huntington National Bank
Ohio
$6.54K
CFO
562
CVA Family Office
Colorado
$6.29K
NFSG
563
Newbridge Financial Services Group
Florida
$5.99K
TPCW
564
TD Private Client Wealth
New York
$3.22K -$403 -8 -11%
GEA
565
Glen Eagle Advisors
New Jersey
$2.87K
PCA
566
PMV Capital Advisers
Texas
$2.42K +$2.42K +48 New
MAS
567
MPWM Advisory Solutions
Georgia
$2.22K
PA
568
Parallel Advisors
California
$2.21K
GM
569
GeoWealth Management
Illinois
$2.03K -$5.86M -116,271 -100%
MSG
570
Main Street Group
Virginia
$1.86K
MSWA
571
Marshall & Sterling Wealth Advisors
New York
$1.25K
RBC
572
Roble Belko & Company
Pennsylvania
$1K
RIL
573
Rothschild Investment LLC
Illinois
$705
MA
574
MCF Advisors
Kentucky
$554
SAS
575
Spurstone Advisory Services
Connecticut
$553 +$554 +11 New