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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
601
Premier Path Wealth Partners
New Jersey
-$2.32M -46,215 Closed
CPA
602
Clear Point Advisors
New York
-$1.96M -39,082 Closed
SWGC
603
Summit Wealth Group (Colorado)
Colorado
-$1.37M -27,224 Closed
VCM
604
Virtue Capital Management
Tennessee
-$2.16M -24,788 Closed
JHC
605
J. Hagan Capital
Kentucky
-$1.01M -20,041 Closed
PDL
606
Portfolio Design Labs
California
-$884K -17,581 Closed
CPRC
607
Consolidated Portfolio Review Corp
New York
-$816K -16,235 Closed
IC
608
IEQ Capital
California
-$715K -14,226 Closed
AA
609
Alesco Advisors
New York
-$674K -13,404 Closed
ZIM
610
Zacks Investment Management
Illinois
-$648K -12,899 Closed
SWA
611
Stratos Wealth Advisors
Ohio
-$612K -12,179 Closed
PWM
612
Partners Wealth Management
California
-$584K -11,622 Closed
SF
613
Symphony Financial
Texas
-$551K -10,963 Closed
BIP
614
Blueprint Investment Partners
North Carolina
-$544K -10,821 Closed
GS
615
GTS Securities
Florida
-$512K -10,177 Closed
DCA
616
DSG Capital Advisors
Minnesota
-$427K -8,487 Closed
PFS
617
Prospera Financial Services
Texas
-$399K -7,933 Closed
PA
618
PSI Advisors
Florida
-$394K -7,847 Closed
PWM
619
Peck Wealth Management
New York
-$375K -7,462 Closed
RIA
620
Regal Investment Advisors
Michigan
-$363K -7,227 Closed
CQWA
621
Chokshi & Queen Wealth Advisors
California
-$285K -5,677 Closed
TFA
622
Tobias Financial Advisors
Florida
-$279K -5,542 Closed
PG
623
Prostatis Group
Maryland
-$266K -5,287 Closed
TFM
624
Trademark Financial Management
Minnesota
-$263K -5,236 Closed
Barclays
625
Barclays
United Kingdom
-$241K -4,800 Closed