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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$56.4M +$17.3M +344,221 +44%
C
27
Certuity
Florida
$53.5M -$45.8M -910,565 -46%
AWM
28
Aprio Wealth Management
Georgia
$51.4M +$51.4M +1,021,935 New
CPWMP
29
Cardinal Point Wealth Management Partners
California
$51.3M +$13.7M +272,838 +37%
CPCM
30
Cardinal Point Capital Management
Ontario, Canada
$51.3M +$51.3M +1,019,908 New
II
31
Inspire Investing
Idaho
$50.2M +$2.34M +46,494 +5%
DC
32
Davenport & Co
Virginia
$49.2M +$3.13M +62,255 +7%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$43.1M +$8.63M +171,486 +25%
SFI
34
SPC Financial Inc
Maryland
$43M -$5.35M -106,414 -11%
DCM
35
Disciplina Capital Management
Tennessee
$43M -$16.2M -322,580 -27%
CPA
36
Capital Planning Advisors
California
$41.8M +$15.6M +310,494 +60%
WA
37
Win Advisors
Florida
$40.6M +$3.69M +73,370 +10%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$40M +$16M +318,813 +67%
SI
39
Stephens Inc
Arkansas
$39.6M +$10.3M +203,743 +35%
Jane Street
40
Jane Street
New York
$39.1M +$39M +774,484 +18,270%
Goldman Sachs
41
Goldman Sachs
New York
$38.1M +$11.9M +236,391 +45%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$36.7M -$6.41M -127,461 -15%
MCC
43
Money Concepts Capital
Florida
$36.5M +$4.2M +83,440 +13%
IA
44
IFP Advisors
Florida
$36.3M +$13.5M +268,925 +59%
HighTower Advisors
45
HighTower Advisors
Illinois
$36.3M +$4.97M +98,733 +16%
VPP
46
Vertex Planning Partners
Illinois
$36.1M +$36.2M +718,934 New
Stifel Financial
47
Stifel Financial
Missouri
$35.2M +$1.99M +39,640 +6%
CAL
48
Capital Analysts LLC
Pennsylvania
$34.4M +$21M +417,359 +156%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$33.7M +$22.1M +438,828 +189%
RL
50
Retireful LLC
Michigan
$33.3M +$1.95M +38,761 +6%