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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$73.2M -$655K -13,010 -0.9%
CPCM
27
Cardinal Point Capital Management
Ontario, Canada
$71.4M -$2.37M -47,112 -3%
PWS
28
Private Wealth Strategies
Ohio
$70.2M +$5.09M +101,164 +8%
WCM
29
Wealthcare Capital Management
Virginia
$67.5M +$62M +1,232,329 +1,115%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$64.4M +$41.2M +818,197 +177%
William Blair & Company
31
William Blair & Company
Illinois
$62.2M +$10.8M +213,813 +21%
NWM
32
Napa Wealth Management
California
$55.7M +$30.8M +612,796 +124%
DC
33
Davenport & Co
Virginia
$52.9M +$1.91M +37,886 +4%
AssetMark Inc
34
AssetMark Inc
California
$50.3M +$13.5M +268,448 +37%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$49M +$5.38M +106,894 +12%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$47.2M -$5.28M -104,828 -10%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$46.5M +$3.24M +64,323 +7%
CCP
38
Carmel Capital Partners
California
$46.1M +$20.7M +411,640 +81%
CAN
39
Cetera Advisor Networks
California
$45M +$20M +397,455 +80%
MWM
40
Mission Wealth Management
California
$44.4M -$11.1M -219,722 -20%
KPWS
41
Kestra Private Wealth Services
Texas
$43.8M +$3.57M +70,937 +9%
GIA
42
Gladstone Institutional Advisory
Florida
$41.6M -$2.3M -45,689 -5%
IA
43
Inspire Advisors
Idaho
$41.5M +$624K +12,400 +2%
CA
44
Cetera Advisors
Colorado
$40.9M +$28.8M +571,542 +236%
Stifel Financial
45
Stifel Financial
Missouri
$40.5M -$4.06M -80,662 -9%
SI
46
Stephens Inc
Arkansas
$40.4M -$17.9M -356,317 -31%
LCM
47
Lunt Capital Management
Utah
$39.5M -$8.28M -164,451 -17%
DCM
48
Disciplina Capital Management
Tennessee
$39.3M -$17.4M -346,480 -31%
CPA
49
Capital Planning Advisors
California
$37.9M -$4.7M -93,379 -11%
VPP
50
Vertex Planning Partners
Illinois
$37.1M -$4.19M -83,240 -10%