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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AI
301
Atria Investments
North Carolina
$2.03M +$503K +9,977 +33%
MG
302
Mather Group
Illinois
$2.02M -$1.99M -39,452 -50%
TCG
303
Transcendent Capital Group
Oklahoma
$2M -$6.07M -120,528 -75%
GIPW
304
Granite Islands Private Wealth
Connecticut
$1.99M -$43K -853 -2%
MC
305
Middleton & Co
Massachusetts
$1.98M -$622K -12,348 -24%
DWM
306
Denver Wealth Management
Colorado
$1.93M -$81.6K -1,619 -4%
CCG
307
Cypress Capital Group
Florida
$1.9M +$232K +4,610 +14%
OAS
308
Optivise Advisory Services
Tennessee
$1.9M -$3.49M -69,210 -65%
IA
309
IFS Advisors
Kansas
$1.83M -$107K -2,116 -5%
ES
310
Eagle Strategies
New York
$1.79M -$64.4K -1,277 -3%
CFA
311
Cahill Financial Advisors
Minnesota
$1.78M -$19.1K -379 -1%
AC
312
Avestar Capital
New York
$1.75M +$1.11M +21,973 +172%
ICMP
313
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.71M +$142K +2,814 +9%
CPA
314
Clear Point Advisors
New York
$1.69M +$1.69M +33,597 New
HAG
315
HF Advisory Group
Maryland
$1.69M +$60.4K +1,199 +4%
TNBTD
316
Trustmark National Bank Trust Department
Mississippi
$1.69M -$763K -15,135 -31%
BC
317
BDFS Capital
Delaware
$1.63M +$22.6K +449 +1%
SC
318
Savant Capital
Illinois
$1.62M +$809K +16,048 +100%
GC
319
Guidance Capital
Kentucky
$1.62M +$34.7K +688 +2%
OBWG
320
Onyx Bridge Wealth Group
New York
$1.59M -$648K -12,865 -29%
CWM
321
Collaborative Wealth Management
Florida
$1.58M +$230K +4,569 +17%
FHC
322
First Heartland Consultants
Missouri
$1.56M +$111K +2,198 +8%
PTC
323
Private Trust Company
Ohio
$1.54M -$524K -10,403 -25%
Fiera Capital (Canada)
324
Fiera Capital (Canada)
Quebec, Canada
$1.54M +$1.54M +30,525 New
EPAM
325
Euro Pacific Asset Management
Puerto Rico
$1.53M -$796K -15,795 -34%