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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
$63.7M +$568K +11,266 +0.9%
PWS
27
Private Wealth Strategies
Ohio
$63.1M +$4.19M +83,141 +7%
SI
28
Stephens Inc
Arkansas
$60.3M +$2.85M +56,566 +5%
DCM
29
Disciplina Capital Management
Tennessee
$60.2M -$1.81M -35,840 -3%
MAC
30
Mason & Associates (California)
California
$60M -$18M -356,477 -23%
IA
31
IFP Advisors
Florida
$59.8M +$2.3M +45,551 +4%
AHC
32
Anderson Hoagland & Co
Missouri
$54.7M -$5.84M -115,848 -10%
UIC
33
Uniplan Investment Counsel
Wisconsin
$54.2M -$6.38M -126,511 -11%
IWM
34
IHT Wealth Management
Illinois
$53.5M +$15.8M +313,342 +42%
LCM
35
Lunt Capital Management
Utah
$52.1M +$2.45M +48,549 +5%
AIP
36
Almanack Investment Partners
Pennsylvania
$51.7M +$51.2M +1,016,828 +10,399%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$51.6M +$10M +198,473 +24%
Renaissance Technologies
38
Renaissance Technologies
New York
$50.2M +$15.2M +302,200 +43%
EF
39
Empowered Funds
Pennsylvania
$50.1M +$50.2M +995,540 New
MWM
40
Mission Wealth Management
California
$50M +$4.17M +82,737 +9%
DC
41
Davenport & Co
Virginia
$49.4M +$651K +12,915 +1%
SWMG
42
Sanchez Wealth Management Group
Florida
$48.5M +$6.31M +125,302 +15%
BS
43
Banco Santander
Spain
$47.6M -$39M -774,758 -45%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$44.6M +$31M +615,329 +228%
CPA
45
Capital Planning Advisors
California
$44.2M +$8.81M +174,753 +25%
KPWS
46
Kestra Private Wealth Services
Texas
$44M -$2.99M -59,286 -6%
CAM
47
Cresset Asset Management
Illinois
$42.9M +$42.9M +851,819 New
SFI
48
SPC Financial Inc
Maryland
$41.9M +$939K +18,637 +2%
CCP
49
Carmel Capital Partners
California
$40.2M +$2.99M +59,251 +8%
SC
50
Sykon Capital
New York
$39.9M +$664K +13,185 +2%