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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$33.9M +$20.2M +401,485 +147%
WCAMG
27
Woodard & Company Asset Management Group
North Carolina
$33.8M +$33.8M +672,351 New
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$33.8M +$33.8M +671,479 New
C
29
Certuity
Florida
$32.4M +$32.4M +643,162 New
GIA
30
Gladstone Institutional Advisory
Florida
$32.1M +$30.7M +608,969 +2,109%
GRP
31
Global Retirement Partners
California
$31.5M +$752K +14,930 +2%
Stifel Financial
32
Stifel Financial
Missouri
$31M +$21.5M +426,689 +224%
PPW
33
Pasadena Private Wealth
California
$30.7M +$30.7M +610,190 New
SWP
34
Stratos Wealth Partners
Ohio
$30.4M +$30.4M +603,957 New
IA
35
Inspire Advisors
Idaho
$29.4M +$29.4M +583,644 New
CPWMP
36
Cardinal Point Wealth Management Partners
California
$28.2M +$28.2M +560,375 New
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$25.4M -$2.2M -43,665 -8%
MA
38
MJP Associates
Connecticut
$22.9M +$11.3M +224,752 +97%
Renaissance Technologies
39
Renaissance Technologies
New York
$22M +$3.26M +64,800 +17%
AWM
40
AE Wealth Management
Kansas
$21.8M +$21.8M +433,678 New
Citadel Advisors
41
Citadel Advisors
Florida
$21.8M +$21.1M +419,401 +3,221%
KAS
42
Kestra Advisory Services
Texas
$21.3M +$16.9M +336,058 +382%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$20.7M +$20.5M +407,149 +10,586%
NPI
44
New Perspectives Inc
Mississippi
$20.2M -$755K -14,992 -4%
AWA
45
Arete Wealth Advisors
Illinois
$19.5M +$9.36M +185,909 +92%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$19.4M +$6.42M +127,557 +50%
MCC
47
Money Concepts Capital
Florida
$19.2M -$26.2K -521 -0.1%
SI
48
Stephens Inc
Arkansas
$18.8M +$16M +317,727 +580%
WMR
49
Wealth Management Resources
Rhode Island
$18.5M +$18.5M +366,953 New
VWM
50
Venturi Wealth Management
Texas
$18.4M +$7.14M +141,807 +63%