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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AZ
276
Alpha Zero
Florida
$2.45M -$17.6M -348,721 -88%
SFS
277
Sowell Financial Services
Arkansas
$2.45M -$15.5K -307 -0.6%
NWMG
278
National Wealth Management Group
Ohio
$2.44M +$545K +10,825 +29%
Creative Planning
279
Creative Planning
Kansas
$2.43M +$1.12M +22,293 +86%
PFA
280
Portland Financial Advisors
New York
$2.38M +$59.9K +1,189 +3%
AFM
281
Aspetuck Financial Management
Connecticut
$2.34M -$413K -8,196 -15%
EPAM
282
Euro Pacific Asset Management
Puerto Rico
$2.33M +$1.87M +37,058 +402%
MWAM
283
Manhattan West Asset Management
California
$2.24M -$1.24M -24,542 -36%
OBWG
284
Onyx Bridge Wealth Group
New York
$2.24M +$718K +14,257 +47%
FWP
285
Forefront Wealth Partners
Texas
$2.16M +$3.12K +62 +0.1%
BCI
286
Brinker Capital Investments
Pennsylvania
$2.15M -$238K -4,717 -10%
OC
287
Optima Capital
Oregon
$2.15M -$305K -6,043 -12%
GF
288
GTS Financial
Minnesota
$2.13M +$2.14M +42,372 New
LWAM
289
Legacy Wealth Asset Management
Minnesota
$2.13M +$234K +4,642 +12%
WP
290
Westmount Partners
California
$2.12M +$2.52K +50 +0.1%
AQR Capital Management
291
AQR Capital Management
Connecticut
$2.09M +$1.6M +31,803 +325%
SAM
292
Smartleaf Asset Management
Massachusetts
$2.09M +$219K +4,345 +12%
Corient Private Wealth
293
Corient Private Wealth
Florida
$2.08M -$2.02M -40,131 -49%
PTC
294
Private Trust Company
Ohio
$2.06M +$338K +6,701 +20%
CAP
295
Columbia Advisory Partners
Washington
$2.06M +$2.06M +40,836 New
GIPW
296
Granite Islands Private Wealth
Connecticut
$2.03M +$1.23M +24,406 +153%
AWM
297
Avaii Wealth Management
Wisconsin
$2.03M -$213K -4,222 -9%
DWM
298
Denver Wealth Management
Colorado
$2.01M -$522K -10,354 -21%
BFIC
299
Bedell Frazier Investment Counselling
California
$1.97M +$161K +3,200 +9%
LC
300
Landaas & Company
Wisconsin
$1.97M -$1.03M -20,540 -34%