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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
576
Spurstone Advisory Services
Connecticut
$553 +$554 +11 New
AG
577
AmeriFlex Group
Nevada
$304 – – –
CFG
578
Copley Financial Group
California
$201 -$3.28K -65 -94%
SWIM
579
Smallwood Wealth Investment Management
New Jersey
$50 +$50 +1 New
IAA
580
Independent Advisor Alliance
North Carolina
– -$26.1M -518,068 Closed
II
581
Inspire Investing
Idaho
– -$17.9M -355,100 Closed
SWM
582
Stapp Wealth Management
Washington
– -$17.5M -347,373 Closed
Susquehanna International Group
583
Susquehanna International Group
Pennsylvania
– -$6.43M -127,770 Closed
Goldman Sachs
584
Goldman Sachs
New York
– -$6.16M -122,476 Closed
ECA
585
Elevation Capital Advisory
Oregon
– -$5.85M -116,164 Closed
WA
586
Win Advisors
Florida
– -$3.02M -60,032 Closed
SFS
587
Security Financial Services
Indiana
– -$2.37M -47,136 Closed
TWP
588
Triad Wealth Partners
Kansas
– -$1.71M -33,965 Closed
WAM
589
WealthTrust Asset Management
Florida
– -$1.01M -20,040 Closed
EIA
590
Eldridge Investment Advisors
New Hampshire
– -$971K -19,304 Closed
LC
591
Lindbrook Capital
California
– -$780K -15,500 Closed
SAM
592
Synergy Asset Management
Washington
– -$767K -15,235 Closed
EP
593
Essential Planning
New Hampshire
– -$743K -14,755 Closed
BOSSRA
594
B.O.S.S. Retirement Advisors
Utah
– -$732K -14,555 Closed
EFG
595
Ehrlich Financial Group
California
– -$691K -13,738 Closed
EL
596
Essex LLC
Illinois
– -$683K -13,575 Closed
BOM
597
Bank of Marin
California
– -$639K -12,694 Closed
PAG
598
Private Advisory Group
Washington
– -$632K -12,553 Closed
VWM
599
Venturi Wealth Management
Texas
– -$500K -9,927 Closed
C
600
Certuity
Florida
– -$454K -9,032 Closed