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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
576
Turtle Creek Wealth Advisors
Texas
-$617K -12,271 Closed
VWM
577
Venturi Wealth Management
Texas
-$605K -12,018 Closed
VWA
578
VSM Wealth Advisory
Maryland
-$596K -11,852 Closed
MFIM
579
Mesirow Financial Investment Management
Illinois
-$570K -11,332 Closed
CAMG
580
CWA Asset Management Group
Florida
-$510K -10,129 Closed
TI
581
Tidal Investments
Wisconsin
-$447K -8,890 Closed
CPW
582
Cove Private Wealth
New York
-$377K -7,500 Closed
MMA
583
Miracle Mile Advisors
California
-$372K -7,389 Closed
LA
584
Latitude Advisors
Florida
-$363K -7,213 Closed
VCP
585
Verus Capital Partners
Arizona
-$328K -6,528 Closed
IWA
586
Icon Wealth Advisors
Texas
-$314K -6,250 Closed
WE
587
Wealth Effects
Massachusetts
-$303K -6,024 Closed
TWM
588
Trueblood Wealth Management
Ohio
-$302K -6,000 Closed
DWT
589
Dorsey & Whitney Trust
South Dakota
-$285K -5,658 Closed
TCM
590
Traynor Capital Management
Pennsylvania
-$258K -5,130 Closed
MMM
591
Mendel Money Management
Illinois
-$250K -4,960 Closed
MGIA
592
Moneta Group Investment Advisors
Missouri
-$232K -4,607 Closed
LWM
593
Liberty Wealth Management
California
-$206K -4,095 Closed
TFO
594
Tarbox Family Office
California
-$205K -4,074 Closed
First Trust Advisors
595
First Trust Advisors
Illinois
-$204K -4,055 Closed
Nomura Asset Management
596
Nomura Asset Management
Japan
-$203K -4,040 Closed
BCM
597
BTC Capital Management
Iowa
-$201K -4,000 Closed
CFFP
598
Center for Financial Planning
Michigan
-$164K -3,266 Closed
ADL
599
Asset Dedication LLC
California
-$79.6K -1,583 Closed
KWM
600
Kiker Wealth Management
Georgia
-$39.3K -781 Closed