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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
601
Focus Partners Wealth
Massachusetts
-$277K -5,505 Closed
AMM
602
American Money Management
California
-$232K -4,616 Closed
HWA
603
HCR Wealth Advisors
California
-$217K -4,309 Closed
TWM
604
Trinity Wealth Management
Pennsylvania
-$212K -4,209 Closed
MWM
605
Melfa Wealth Management
Massachusetts
-$209K -4,145 Closed
TI
606
Tidal Investments
Wisconsin
-$203K -4,040 Closed
VCM
607
Versant Capital Management
Arizona
-$191K -3,800 Closed
SMAM
608
Sugar Maple Asset Management
Wisconsin
-$104K -2,060 Closed
KIM
609
Kestra Investment Management
Texas
-$77.1K -1,532 Closed
CP
610
Castleview Partners
Texas
-$66.9K -1,329 Closed
CJL
611
Cyrus J. Lawrence
New York
-$42K -837 Closed
CBT
612
CoreFirst Bank & Trust
Kansas
-$39.1K -778 Closed
DF
613
Dunhill Financial
United Kingdom
-$24.6K -488 Closed
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
-$10.1K -200 Closed
OC
615
Oarsman Capital
Wisconsin
-$6.79K -135 Closed
FWM
616
FLP Wealth Management
Arkansas
-$3.52K -70 Closed
CAS
617
Coppell Advisory Solutions
Texas
-$3.47K -69 Closed
PMFA
618
Plante Moran Financial Advisors
Michigan
-$3.42K -68 Closed
LFA
619
Legend Financial Advisors
Pennsylvania
-$2.97K -59 Closed
CA
620
Centerpoint Advisors
Massachusetts
-$2K -49 Closed
RBA
621
Richard Bernstein Advisors
New York
-$578 -12 Closed