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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
226
Fortitude Family Office
Arizona
$3.37M -$863K -17,146 -20%
GWP
227
Gateway Wealth Partners
Wisconsin
$3.33M +$183K +3,632 +6%
CAG
228
Crestwood Advisors Group
Massachusetts
$3.32M -$252K -5,000 -7%
WCM
229
Winebrenner Capital Management
Kentucky
$3.28M +$3.28M +65,245 New
BCI
230
Brinker Capital Investments
Pennsylvania
$3.11M +$33.2K +660 +1%
OPS
231
Orion Portfolio Solutions
Nebraska
$3.11M +$33.2K +660 +1%
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$3.09M -$268K -5,317 -8%
GSC
233
G&S Capital
Colorado
$3.08M +$1.83M +36,414 +147%
EFG
234
Ethos Financial Group
Pennsylvania
$3.08M -$15.7K -311 -0.5%
WA
235
Win Advisors
Florida
$3.02M +$3.02M +60,032 New
AWE
236
Avidian Wealth Enterprises
Texas
$3.01M +$1.22M +24,244 +68%
GVAG
237
Great Valley Advisor Group
Delaware
$2.99M +$1.12M +22,326 +60%
Truist Financial
238
Truist Financial
North Carolina
$2.99M +$77K +1,529 +3%
MWAM
239
Manhattan West Asset Management
California
$2.93M +$425K +8,439 +17%
SIA
240
SkyView Investment Advisors
New Jersey
$2.9M -$144K -2,870 -5%
PPW
241
Pasadena Private Wealth
California
$2.87M -$3.02M -59,893 -51%
IWP
242
Invenio Wealth Partners
Florida
$2.81M +$91.1K +1,809 +3%
HA
243
Herold Advisors
New York
$2.8M +$79.4K +1,578 +3%
GRP
244
Global Retirement Partners
California
$2.75M -$60.5K -1,202 -2%
CAM
245
Cresset Asset Management
Illinois
$2.72M -$3.04M -60,473 -53%
CPA
246
Clear Point Advisors
New York
$2.6M +$422K +8,378 +19%
PWM
247
Puff Wealth Management
New Jersey
$2.6M +$2.6M +51,624 New
MC
248
Middleton & Co
Massachusetts
$2.59M -$622K -12,347 -19%
SFS
249
Sowell Financial Services
Arkansas
$2.57M +$154K +3,057 +6%
RWM
250
Riverchase Wealth Management
Texas
$2.56M +$2.56M +50,868 New