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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Collaborative Wealth Management
Florida
$3.9M -$1.51M -29,995 -28%
MFG
227
Magnus Financial Group
New York
$3.9M -$978K -19,422 -20%
GC
228
GatePass Capital
Ohio
$3.83M +$37.7K +750 +1%
KCWM
229
Kane Co Wealth Management
Iowa
$3.78M +$3.78M +75,181 New
AAS
230
Ameritas Advisory Services
Nebraska
$3.61M -$1.71M -33,923 -32%
AWE
231
Avidian Wealth Enterprises
Texas
$3.58M -$501K -9,952 -12%
MWAM
232
Manhattan West Asset Management
California
$3.47M +$286K +5,673 +9%
AWA
233
Acumen Wealth Advisors
Tennessee
$3.45M +$3.45M +68,484 New
AA
234
Addison Advisors
Vermont
$3.43M +$89.8K +1,785 +3%
JSL
235
JT Stratford LLC
Georgia
$3.36M +$28K +557 +0.8%
NP
236
NorthRock Partners
Minnesota
$3.26M +$823K +16,350 +34%
CAG
237
Crestwood Advisors Group
Massachusetts
$3.21M -$245K -4,870 -7%
SMG
238
Smart Money Group
Texas
$3.2M -$286K -5,673 -8%
AF
239
Allworth Financial
California
$3.18M -$86K -1,708 -3%
FIT
240
Financially in Tune
Massachusetts
$3.17M +$3.17M +62,942 New
KFAS
241
Keating Financial Advisory Services
Kansas
$3.17M +$3.17M +62,923 New
MCC
242
Money Concepts Capital
Florida
$3.12M -$142K -2,812 -4%
PA
243
Pinnacle Associates
New York
$3.12M +$406K +8,065 +15%
TSS
244
Two Sigma Securities
New York
$3.08M -$357K -7,095 -10%
LC
245
Landaas & Company
Wisconsin
$3M -$3.63M -72,183 -55%
GWP
246
Gateway Wealth Partners
Wisconsin
$2.98M -$196K -3,903 -6%
PA
247
PFG Advisors
Arizona
$2.95M +$6.84K +136 +0.2%
STS
248
SG Trading Solutions
Utah
$2.88M +$2.88M +57,149 New
RA
249
RFG Advisory
Alabama
$2.79M +$513K +10,191 +23%
Truist Financial
250
Truist Financial
North Carolina
$2.77M -$366K -7,281 -12%