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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
576
Cherry Tree Wealth Management
Minnesota
$4.98K
GWSA
577
Global Wealth Strategies & Associates
Colorado
$4.54K -$25.3K -502 -85%
TCM
578
Triumph Capital Management
Colorado
$4.28K +$4.28K +85 New
OC
579
Oakworth Capital
Alabama
$3.47K
IAS
580
IMA Advisory Services
Colorado
$3.43K +$3.42K +68 New
GEA
581
Glen Eagle Advisors
New Jersey
$2.87K
PWPS
582
Pinnacle Wealth Planning Services
Ohio
$2.82K +$2.82K +56 New
PA
583
Parallel Advisors
California
$2.21K
MWA
584
Medallion Wealth Advisors
Connecticut
$2.01K
KG
585
Kilter Group
New York
$1.46K
TPCW
586
TD Private Client Wealth
New York
$1.06K
RBC
587
Roble Belko & Company
Pennsylvania
$1K
RIL
588
Rothschild Investment LLC
Illinois
$704
MA
589
MCF Advisors
Kentucky
$554
SAS
590
Spurstone Advisory Services
Connecticut
$554
SWIM
591
Smallwood Wealth Investment Management
New Jersey
$50
RF
592
Rossby Financial
Florida
$50 +$50 +1 New
FCM
593
Fourpath Capital Management
Oklahoma
-$17.3M -343,859 Closed
Fiera Capital (Canada)
594
Fiera Capital (Canada)
Quebec, Canada
-$10.5M -207,882 Closed
MWM
595
Moulton Wealth Management
Washington
-$10.4M -206,829 Closed
Kovitz Investment Group Partners
596
Kovitz Investment Group Partners
Illinois
-$8.59M -170,956 Closed
Jane Street
597
Jane Street
New York
-$6.57M -130,656 Closed
Natixis Advisors
598
Natixis Advisors
Massachusetts
-$3.69M -73,471 Closed
Goldman Sachs
599
Goldman Sachs
New York
-$3.39M -67,352 Closed
RL
600
Retireful LLC
Michigan
-$2.49M -49,558 Closed