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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AO
176
Advisor OS
Illinois
$609K +$609K +12,096 New
CAP
177
Columbia Advisory Partners
Washington
$604K -$15.4K -305 -2%
AA
178
Alesco Advisors
New York
$604K +$604K +11,995 New
CWA
179
Clearview Wealth Advisors
Oregon
$603K -$228K -4,525 -27%
TW
180
TrinityPoint Wealth
Connecticut
$589K +$151 +3 +0%
VCP
181
Verus Capital Partners
Arizona
$559K +$362K +7,187 New
T
182
TCWP
Ohio
$543K -$1.45M -28,779 -73%
JWCA
183
J.W. Cole Advisors
Florida
$539K – – –
VC
184
Vicus Capital
Pennsylvania
$522K -$404K -8,016 -44%
CCG
185
Cypress Capital Group
Florida
$518K -$121K -2,400 -19%
IHL
186
Investment House LLC
California
$517K +$517K +10,280 New
NA
187
Nottingham Advisors
New York
$508K +$508K +10,100 New
CRWM
188
Castle Rock Wealth Management
California
$503K – – –
Vontobel Holding
189
Vontobel Holding
Switzerland
$501K +$501K +9,960 New
IA
190
Insight Advisors
Pennsylvania
$500K -$17.5K -348 -3%
ACM
191
Advisors Capital Management
New Jersey
$468K +$151 +3 +0%
BIA
192
Barry Investment Advisors
Massachusetts
$456K -$150K -2,981 -25%
VWA
193
VERITY Wealth Advisors
United States
$450K +$252 +5 +0.1%
FT
194
Fiduciary Trust
Massachusetts
$447K -$5.59K -111 -1%
IAN
195
Integrated Advisors Network
Texas
$436K +$202K +4,014 +86%
WWM
196
Wolff Wiese Magana
California
$435K – – –
SW
197
SVB Wealth
Massachusetts
$416K +$98.1K +1,948 +31%
MAG
198
Mayfair Advisory Group
Alabama
$412K +$413K +8,197 New
WWM
199
Western Wealth Management
Colorado
$403K +$403K +8,006 New
HCA
200
Heck Capital Advisors
Wisconsin
$400K +$400K +7,941 New