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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
226
Curran Financial Partners
South Carolina
$4.01M -$416K -8,254 -9%
FFG
227
First Financial Group
North Carolina
$3.98M -$129K -2,568 -3%
IWC
228
Integrated Wealth Concepts
Massachusetts
$3.94M +$227K +4,506 +6%
PA
229
Pinnacle Associates
New York
$3.93M -$525K -10,424 -12%
MWML
230
M Wealth Management LLC
California
$3.85M -$247K -4,896 -6%
GWM
231
Geneos Wealth Management
Colorado
$3.82M -$471K -9,354 -11%
PPW
232
Pasadena Private Wealth
California
$3.74M +$846K +16,783 +29%
FFN
233
Focus Financial Network
Minnesota
$3.74M -$133K -2,637 -3%
GSC
234
G&S Capital
Colorado
$3.71M +$3.31M +65,674 +815%
NG
235
Novem Group
New York
$3.68M +$494K +9,808 +15%
BFG
236
Beacon Financial Group
Texas
$3.65M -$113K -2,239 -3%
MCM
237
Mattern Capital Management
Colorado
$3.65M +$190K +3,770 +5%
BCG
238
Bravias Capital Group
New Jersey
$3.59M -$41.6K -825 -1%
CF
239
Centaurus Financial
California
$3.56M +$3.16M +62,713 +790%
AWE
240
Avidian Wealth Enterprises
Texas
$3.54M -$91.5K -1,816 -3%
CLP
241
Charis Legacy Partners
Texas
$3.51M -$843K -16,732 -19%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$3.51M +$1.01M +20,142 +41%
IA
243
IFP Advisors
Florida
$3.43M -$2.43M -48,279 -41%
GBA
244
Garrison Bradford & Associates
New York
$3.39M +$1.58M +31,425 +87%
CCAM
245
Cascades Capital Asset Management
North Carolina
$3.38M -$223K -4,418 -6%
FIA
246
Foundations Investment Advisors
Arizona
$3.28M +$2.76M +54,778 +524%
VWM
247
Venturi Wealth Management
Texas
$3.28M +$3.28M +65,051 New
AF
248
Allworth Financial
California
$3.27M +$172K +3,407 +6%
VPF
249
Vantage Point Financial
Illinois
$3.23M -$9.82M -194,825 -75%
CAG
250
Crestwood Advisors Group
Massachusetts
$3.2M -$10.6K -210 -0.3%