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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$2.02M +$1.38M +27,389 +213%
FAIM
277
Financial Advocates Investment Management
Washington
$2.01M -$332K -6,594 -14%
VWM
278
Vigilare Wealth Management
Arizona
$2.01M +$2.01M +39,850 New
BCG
279
Bravias Capital Group
New Jersey
$2M +$130K +2,586 +7%
WMG
280
WESCAP Management Group
California
$1.95M +$205K +4,062 +12%
EP
281
Edgestream Partners
New Jersey
$1.93M
SC
282
Savant Capital
Illinois
$1.92M +$214K +4,253 +13%
IWA
283
Integrity Wealth Advisors
California
$1.92M +$1.01M +20,061 +111%
FA
284
Fermata Advisors
California
$1.91M +$32.2K +638 +2%
PTC
285
Private Trust Company
Ohio
$1.84M +$243K +4,819 +15%
PFA
286
Professional Financial Advisors
Nebraska
$1.84M -$652K -12,938 -26%
SAM
287
Smartleaf Asset Management
Massachusetts
$1.75M -$580K -11,516 -25%
AIM
288
Advyzon Investment Management
Illinois
$1.75M -$171K -3,391 -9%
WWM
289
Whalen Wealth Management
Nevada
$1.64M +$249K +4,935 +18%
LWAM
290
Legacy Wealth Asset Management
Minnesota
$1.64M +$16.8K +334 +1%
SEIA
291
Signature Estate & Investment Advisors
California
$1.58M -$56.8K -1,126 -3%
AWA
292
Arkadios Wealth Advisors
Georgia
$1.58M +$1.17M +23,221 +281%
FFA
293
Founders Financial Alliance
North Carolina
$1.57M +$273K +5,426 +21%
ICP
294
Impact Capital Partners
Colorado
$1.57M -$111K -2,208 -7%
Corient Private Wealth
295
Corient Private Wealth
Florida
$1.55M +$1.55M +30,736 New
NWM
296
Napa Wealth Management
California
$1.54M -$158K -3,130 -9%
GC
297
Guidance Capital
Kentucky
$1.5M -$103K -2,046 -6%
LHC
298
Little House Capital
Massachusetts
$1.49M +$1.49M +29,608 New
PWMAG
299
Pinnacle Wealth Management Advisory Group
New Jersey
$1.48M -$161K -3,200 -10%
PIWA
300
Prevail Innovative Wealth Advisors
Kansas
$1.47M -$366K -7,267 -20%