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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
$65.8M +$9.46M +188,056 +17%
AWS
27
AJ Wealth Strategies
New York
$65.7M +$3.88M +76,999 +6%
C
28
Certuity
Florida
$61M +$7.46M +148,317 +14%
PWS
29
Private Wealth Strategies
Ohio
$58.5M +$1.55M +30,867 +3%
PAG
30
Private Advisor Group
New Jersey
$57.7M +$26.4M +525,017 +84%
II
31
Inspire Investing
Idaho
$57.4M +$7.17M +142,387 +14%
SI
32
Stephens Inc
Arkansas
$55.8M +$16.2M +321,169 +41%
CPCM
33
Cardinal Point Capital Management
Ontario, Canada
$54.9M +$3.6M +71,485 +7%
CPWMP
34
Cardinal Point Wealth Management Partners
California
$54.9M +$3.6M +71,485 +7%
RL
35
Retireful LLC
Michigan
$53.6M +$20.2M +401,977 +61%
CPA
36
Capital Planning Advisors
California
$52.1M +$10.4M +206,119 +25%
DC
37
Davenport & Co
Virginia
$51.7M +$2.52M +50,159 +5%
IA
38
IFP Advisors
Florida
$50.1M +$13.8M +274,564 +38%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$49M +$5.95M +118,206 +14%
DCM
40
Disciplina Capital Management
Tennessee
$42.8M -$135K -2,681 -0.3%
TC
41
TownSquare Capital
Utah
$42.6M -$40.1M -797,013 -48%
SFI
42
SPC Financial Inc
Maryland
$42.4M -$655K -13,005 -2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$41M +$7.3M +144,954 +22%
IWM
44
IHT Wealth Management
Illinois
$40.3M +$30.1M +598,213 +295%
AssetMark Inc
45
AssetMark Inc
California
$39.1M +$39.1M +777,078 New
SWMG
46
Sanchez Wealth Management Group
Florida
$37.7M +$13.6M +269,740 +56%
SWP
47
Stratos Wealth Partners
Ohio
$36.8M +$15.8M +313,413 +75%
CAL
48
Capital Analysts LLC
Pennsylvania
$36.4M +$2.05M +40,667 +6%
VPP
49
Vertex Planning Partners
Illinois
$35.4M -$741K -14,717 -2%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$35M -$1.72M -34,089 -5%