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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AG
576
AmeriFlex Group
Nevada
$304
CFG
577
Copley Financial Group
California
$201 -$3.28K -65 -94%
SWIM
578
Smallwood Wealth Investment Management
New Jersey
$50 +$50 +1 New
IAA
579
Independent Advisor Alliance
North Carolina
-$26.1M -518,068 Closed
II
580
Inspire Investing
Idaho
-$17.9M -355,100 Closed
SWM
581
Stapp Wealth Management
Washington
-$17.5M -347,373 Closed
Susquehanna International Group
582
Susquehanna International Group
Pennsylvania
-$6.43M -127,770 Closed
Goldman Sachs
583
Goldman Sachs
New York
-$6.16M -122,476 Closed
ECA
584
Elevation Capital Advisory
Oregon
-$5.85M -116,164 Closed
WA
585
Win Advisors
Florida
-$3.02M -60,032 Closed
SFS
586
Security Financial Services
Indiana
-$2.37M -47,136 Closed
TWP
587
Triad Wealth Partners
Kansas
-$1.71M -33,965 Closed
WAM
588
WealthTrust Asset Management
Florida
-$1.01M -20,040 Closed
EIA
589
Eldridge Investment Advisors
New Hampshire
-$971K -19,304 Closed
LC
590
Lindbrook Capital
California
-$780K -15,500 Closed
SAM
591
Synergy Asset Management
Washington
-$767K -15,235 Closed
EP
592
Essential Planning
New Hampshire
-$743K -14,755 Closed
BOSSRA
593
B.O.S.S. Retirement Advisors
Utah
-$732K -14,555 Closed
EFG
594
Ehrlich Financial Group
California
-$691K -13,738 Closed
EL
595
Essex LLC
Illinois
-$683K -13,575 Closed
BOM
596
Bank of Marin
California
-$639K -12,694 Closed
PAG
597
Private Advisory Group
Washington
-$632K -12,553 Closed
VWM
598
Venturi Wealth Management
Texas
-$500K -9,927 Closed
C
599
Certuity
Florida
-$454K -9,032 Closed
CPRC
600
Consolidated Portfolio Review Corp
New York
-$409K -8,131 Closed