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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAP
176
Columbia Advisory Partners
Washington
$604K -$15.4K -305 -2%
AA
177
Alesco Advisors
New York
$604K +$604K +11,995 New
CWA
178
Clearview Wealth Advisors
Oregon
$603K -$228K -4,525 -27%
TW
179
TrinityPoint Wealth
Connecticut
$589K +$151 +3 +0%
VCP
180
Verus Capital Partners
Arizona
$559K +$362K +7,187 New
T
181
TCWP
Ohio
$543K -$1.45M -28,779 -73%
JWCA
182
J.W. Cole Advisors
Florida
$539K
VC
183
Vicus Capital
Pennsylvania
$522K -$404K -8,016 -44%
CCG
184
Cypress Capital Group
Florida
$518K -$121K -2,400 -19%
IHL
185
Investment House LLC
California
$517K +$517K +10,280 New
NA
186
Nottingham Advisors
New York
$508K +$508K +10,100 New
CRWM
187
Castle Rock Wealth Management
California
$503K
Vontobel Holding
188
Vontobel Holding
Switzerland
$501K +$501K +9,960 New
IA
189
Insight Advisors
Pennsylvania
$500K -$17.5K -348 -3%
ACM
190
Advisors Capital Management
New Jersey
$468K +$151 +3 +0%
BIA
191
Barry Investment Advisors
Massachusetts
$456K -$150K -2,981 -25%
VWA
192
VERITY Wealth Advisors
United States
$450K +$252 +5 +0.1%
FT
193
Fiduciary Trust
Massachusetts
$447K -$5.59K -111 -1%
IAN
194
Integrated Advisors Network
Texas
$436K +$202K +4,014 +86%
WWM
195
Wolff Wiese Magana
California
$435K
SW
196
SVB Wealth
Massachusetts
$416K +$98.1K +1,948 +31%
MAG
197
Mayfair Advisory Group
Alabama
$412K +$413K +8,197 New
WWM
198
Western Wealth Management
Colorado
$403K +$403K +8,006 New
HCA
199
Heck Capital Advisors
Wisconsin
$400K +$400K +7,941 New
VBFP
200
Valtinson Bruner Financial Planning
Minnesota
$399K +$399K +7,929 New