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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
226
Wealthfront Advisers
California
$2.51M +$370K +7,352 +17%
MG
227
Mather Group
Illinois
$2.5M
BRWA
228
B. Riley Wealth Advisors
Florida
$2.5M +$548K +10,893 +28%
EFS
229
Essex Financial Services
Connecticut
$2.48M -$2.6M -51,724 -51%
AWM
230
Avaii Wealth Management
Wisconsin
$2.48M +$499K +9,913 +25%
EFG
231
Embree Financial Group
Illinois
$2.47M -$157K -3,123 -6%
WP
232
WealthShield Partners
North Carolina
$2.45M +$724K +14,390 +42%
HA
233
Herold Advisors
New York
$2.41M +$445K +8,830 +23%
ASN
234
Advisory Services Network
Georgia
$2.41M -$513K -10,193 -18%
IWP
235
Invenio Wealth Partners
Florida
$2.35M -$691K -13,731 -23%
SFS
236
Security Financial Services
Indiana
$2.32M +$11.2K +223 +0.5%
UFA
237
US Financial Advisors
Massachusetts
$2.31M -$866K -17,207 -27%
PTC
238
Private Trust Company
Ohio
$2.3M +$903K +17,934 +64%
SAM
239
Smartleaf Asset Management
Massachusetts
$2.29M -$435K -8,641 -16%
VBFG
240
Vishria Bird Financial Group
Tennessee
$2.24M +$9.82K +195 +0.4%
WP
241
Westmount Partners
California
$2.21M -$349K -6,938 -14%
SWM
242
Segment Wealth Management
Texas
$2.16M -$412K -8,190 -16%
FZCM
243
Flynn Zito Capital Management
New York
$2.05M +$65.7K +1,305 +3%
IAN
244
Integrated Advisors Network
Texas
$2.05M -$502K -9,967 -20%
SFS
245
Sowell Financial Services
Arkansas
$2.05M +$126K +2,505 +7%
WIM
246
WealthPlan Investment Management
Nebraska
$1.99M -$1.03M -20,535 -34%
HPC
247
Hobart Private Capital
North Carolina
$1.96M -$6.02M -119,597 -75%
HI
248
Harbour Investments
Wisconsin
$1.94M -$1.23M -24,367 -39%
WCFA
249
Walkner Condon Financial Advisors
Wisconsin
$1.93M -$794K -15,767 -29%
FA
250
Fermata Advisors
California
$1.93M -$311K -6,168 -14%