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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Alesco Advisors
New York
$617K +$14.3K +285 +2%
CAG
202
Csenge Advisory Group
Florida
$612K +$612K +12,174 New
MMM
203
Mendel Money Management
Illinois
$608K +$306K +6,076 +101%
SC
204
Savant Capital
Illinois
$593K -$78.4K -1,558 -12%
AF
205
Apexium Financial
Texas
$574K +$574K +11,411 New
VCP
206
Verus Capital Partners
Arizona
$570K +$209K +4,154 +58%
EH
207
Equitable Holdings
New York
$561K +$562K +11,161 New
HTC
208
Haverford Trust Company
Pennsylvania
$554K +$555K +11,022 New
JWCA
209
J.W. Cole Advisors
Florida
$538K
WWM
210
Western Wealth Management
Colorado
$535K +$133K +2,649 +33%
IHL
211
Investment House LLC
California
$517K
Vontobel Holding
212
Vontobel Holding
Switzerland
$501K
IA
213
Insight Advisors
Pennsylvania
$500K -$50 -1 -0%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$492K +$492K +9,785 New
IAN
215
Integrated Advisors Network
Texas
$486K +$50.3K +1,000 +12%
ACM
216
Advisors Capital Management
New Jersey
$471K +$3.17K +63 +0.7%
HCA
217
Heck Capital Advisors
Wisconsin
$469K +$70K +1,392 +18%
CWA
218
Clearview Wealth Advisors
Oregon
$469K -$134K -2,655 -22%
VWA
219
VERITY Wealth Advisors
United States
$450K +$855 +17 +0.2%
FT
220
Fiduciary Trust
Massachusetts
$447K
SAM
221
Stringer Asset Management
Tennessee
$447K +$673K +13,380 New
HCA
222
Harbour Capital Advisors
Virginia
$431K +$151K +3,000 +54%
FAIM
223
Financial Advocates Investment Management
Washington
$425K +$43.8K +870 +11%
NA
224
Nottingham Advisors
New York
$420K -$88K -1,750 -17%
CCG
225
Cypress Capital Group
Florida
$417K -$101K -2,000 -19%