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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
226
GGM Wealth Advisors
Maryland
$2.63M -$352K -6,981 -12%
IWP
227
Invenio Wealth Partners
Florida
$2.63M +$281K +5,569 +12%
Truist Financial
228
Truist Financial
North Carolina
$2.55M -$1.3M -25,736 -34%
PTC
229
Private Trust Company
Ohio
$2.53M +$221K +4,387 +10%
AA
230
Aire Advisors
California
$2.5M +$2.5M +49,636 New
MWAM
231
Manhattan West Asset Management
California
$2.45M -$4.61M -91,568 -65%
ASN
232
Advisory Services Network
Georgia
$2.45M +$40.6K +806 +2%
GSC
233
G&S Capital
Colorado
$2.45M -$225K -4,461 -8%
TI
234
Tidal Investments
Wisconsin
$2.44M -$114K -2,257 -4%
MMM
235
Mendel Money Management
Illinois
$2.32M -$218K -4,332 -9%
SAM
236
Smartleaf Asset Management
Massachusetts
$2.28M -$14.6K -289 -0.6%
PPWP
237
Premier Path Wealth Partners
New Jersey
$2.23M +$2.24M +44,397 New
VBFG
238
Vishria Bird Financial Group
Tennessee
$2.23M -$7.11K -141 -0.3%
EFG
239
Embree Financial Group
Illinois
$2.2M -$274K -5,436 -11%
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$2.18M -$19M -376,496 -90%
CPA
241
Clear Point Advisors
New York
$2.18M +$969K +19,224 +80%
SF
242
Summit Financial
New Jersey
$2.17M +$2.18M +43,209 New
PFA
243
Professional Financial Advisors
Nebraska
$2.17M -$451K -8,952 -17%
WP
244
Westmount Partners
California
$2.16M -$56.8K -1,127 -3%
SWM
245
Segment Wealth Management
Texas
$2.16M – – –
WCFA
246
Walkner Condon Financial Advisors
Wisconsin
$2.1M +$167K +3,311 +9%
AWM
247
Avaii Wealth Management
Wisconsin
$2.09M -$385K -7,647 -16%
SFS
248
Security Financial Services
Indiana
$2.06M -$263K -5,213 -11%
SFS
249
Sowell Financial Services
Arkansas
$2.05M +$5.54K +110 +0.3%
FA
250
Fermata Advisors
California
$2.04M +$112K +2,222 +6%