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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
601
Glen Eagle Advisors
New Jersey
$2.87K – – –
PWPS
602
Pinnacle Wealth Planning Services
Ohio
$2.82K – – –
WAU
603
Wellington-Altus USA
Manitoba, Canada
$2.72K – – –
MWA
604
Medallion Wealth Advisors
Connecticut
$2.27K +$252 +5 +13%
PA
605
Parallel Advisors
California
$2.21K – – –
MSWA
606
Marshall & Sterling Wealth Advisors
New York
$2.03K +$2.02K +40 New
MSG
607
Main Street Group
Virginia
$1.86K – – –
RIL
608
Rothschild Investment LLC
Illinois
$705 – – –
Vanguard Advisers Inc
609
Vanguard Advisers Inc
Pennsylvania
$666 -$1.46K -29 -69%
MA
610
MCF Advisors
Kentucky
$554 – – –
SAS
611
Spurstone Advisory Services
Connecticut
$554 – – –
PS
612
Planning Strategies
Pennsylvania
$504 +$504 +10 New
RF
613
Rossby Financial
Florida
$50 – – –
SWIM
614
Smallwood Wealth Investment Management
New Jersey
$50 – – –
IAA
615
Independent Advisor Alliance
North Carolina
– -$38.8M -769,824 Closed
TRCT
616
Tower Research Capital (TRC)
New York
– -$13M -258,347 Closed
GSEP
617
Golden State Equity Partners
California
– -$10.8M -214,730 Closed
DF
618
Daviman Financial
Indiana
– -$6.19M -122,966 Closed
GWM
619
Greenwich Wealth Management
Connecticut
– -$5.6M -111,278 Closed
EP
620
Edgestream Partners
New Jersey
– -$4.47M -88,735 Closed
TSS
621
Two Sigma Securities
New York
– -$1.28M -25,519 Closed
JIR
622
James Investment Research
Ohio
– -$1.24M -24,615 Closed
ECA
623
Elevation Capital Advisory
Oregon
– -$1.02M -20,215 Closed
WP
624
WealthShield Partners
North Carolina
– -$883K -17,546 Closed
IIA
625
Integrity Investment Advisors
Colorado
– -$756K -15,026 Closed