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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
351
Cravens & Co Advisors
Tennessee
$1.18M +$2.97K +59 +0.3%
XPN
352
XY Planning Network
Montana
$1.17M -$360K -7,137 -23%
ICP
353
Impact Capital Partners
Colorado
$1.17M +$3.27K +65 +0.3%
OWM
354
OneAscent Wealth Management
Alabama
$1.17M +$225K +4,469 +24%
CWA
355
Continuum Wealth Advisors
New York
$1.16M -$10.3K -204 -0.9%
NFTC
356
North Forty Two & Co
Oregon
$1.16M -$25.2K -500 -2%
FDW
357
Fourth Dimension Wealth
Ohio
$1.14M +$43.6K +866 +4%
Northern Trust
358
Northern Trust
Illinois
$1.11M -$151 -3 -0%
TCBWMS
359
Texas Capital Bank Wealth Management Services
Texas
$1.1M +$9.27K +184 +0.9%
Envestnet Portfolio Solutions
360
Envestnet Portfolio Solutions
Illinois
$1.09M -$484K -9,614 -31%
VC
361
Vicus Capital
Pennsylvania
$1.08M +$101K +1,997 +10%
DFA
362
DHJJ Financial Advisors
Illinois
$1.06M +$38.3K +761 +4%
WS
363
Wedbush Securities
California
$1.05M -$17.7K -352 -2%
SWM
364
Segment Wealth Management
Texas
$1.04M -$73.3K -1,455 -7%
IWA
365
Integrity Wealth Advisors
California
$1.04M -$28.1K -557 -3%
AWA
366
Acumen Wealth Advisors
Tennessee
$1.03M -$2.42M -47,935 -70%
RL
367
Retireful LLC
Michigan
$1.03M +$1.03M +20,496 New
ECA
368
Elevation Capital Advisory
Oregon
$1.02M +$1.02M +20,215 New
EWA
369
EP Wealth Advisors
California
$1.02M -$79.1K -1,569 -7%
AWM
370
Aprio Wealth Management
Georgia
$993K +$140K +2,780 +16%
PWMG
371
Prestige Wealth Management Group
New Jersey
$983K +$463K +9,191 +89%
MFG
372
Magnus Financial Group
New York
$982K -$2.92M -57,940 -75%
FA
373
Fiduciary Alliance
South Carolina
$980K +$21.6K +428 +2%
AF
374
ASL Financial
California
$976K -$60.2K -1,195 -6%
CI
375
Cambiar Investors
Colorado
$970K -$358K -7,101 -27%