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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
T
576
Tidemark
California
$12.5K – – –
S
577
SignatureFD
Georgia
$11.5K – – –
CFO
578
CVA Family Office
Colorado
$10.8K +$4.54K +90 +72%
QCG
579
Quadrant Capital Group
Ohio
$8.05K +$8.06K +160 New
AW
580
Avion Wealth
Texas
$8K – – –
AAP
581
Arax Advisory Partners
Colorado
$7.39K -$3.93K -78 -35%
TFGT
582
TS Financial Group (TSFG)
Illinois
$7K -$3.27K -65 -33%
BWM
583
Bernard Wealth Management
Michigan
$6.75K – – –
TCOT
584
Trust Company of Toledo
Ohio
$6.7K – – –
NFSG
585
Newbridge Financial Services Group
Florida
$5.99K – – –
CTWM
586
Cherry Tree Wealth Management
Minnesota
$4.98K – – –
CMA
587
Cedar Mountain Advisors
Oregon
$4.43K +$4.43K +88 New
TCM
588
Triumph Capital Management
Colorado
$4.28K – – –
FFO
589
Fortitude Family Office
Arizona
$3.52K -$2.17K -43 -38%
OC
590
Oakworth Capital
Alabama
$3.47K – – –
TLFA
591
True Link Financial Advisors
California
$2.97K +$2.97K +59 New
GEA
592
Glen Eagle Advisors
New Jersey
$2.87K – – –
PWPS
593
Pinnacle Wealth Planning Services
Ohio
$2.82K – – –
WAU
594
Wellington-Altus USA
Manitoba, Canada
$2.72K – – –
PA
595
Parallel Advisors
California
$2.21K – – –
Vanguard Advisers Inc
596
Vanguard Advisers Inc
Pennsylvania
$2.11K +$2.12K +42 New
MWA
597
Medallion Wealth Advisors
Connecticut
$2.01K – – –
MSG
598
Main Street Group
Virginia
$1.86K +$1.86K +37 New
TPCW
599
TD Private Client Wealth
New York
$1.06K – – –
RBC
600
Roble Belko & Company
Pennsylvania
$1K +$50 +1 +5%