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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$68.2M +$26.1M +517,190 +62%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$65.7M +$7.65M +151,866 +13%
Lido Advisors
28
Lido Advisors
California
$65.4M -$10.8M -215,195 -14%
SMCM
29
Sky-Mountain Capital Management
Idaho
$61M +$14.3M +284,067 +31%
MWM
30
Mission Wealth Management
California
$59.4M -$4.87M -96,708 -8%
DC
31
Davenport & Co
Virginia
$58.9M +$2.08M +41,230 +4%
KPWS
32
Kestra Private Wealth Services
Texas
$54.8M +$4.4M +87,329 +9%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$54M +$7.47M +148,219 +16%
LCM
34
Lunt Capital Management
Utah
$52.9M -$9.88M -196,038 -16%
William Blair & Company
35
William Blair & Company
Illinois
$50.8M -$395K -7,838 -0.8%
SFI
36
SPC Financial Inc
Maryland
$48.1M +$9.96M +197,650 +26%
SPIA
37
Steward Partners Investment Advisory
New York
$46.9M +$14M +278,098 +43%
CPA
38
Capital Planning Advisors
California
$46M -$5.47M -108,524 -11%
IA
39
Integrity Alliance
Iowa
$43.6M +$5.8M +115,071 +15%
GIA
40
Gladstone Institutional Advisory
Florida
$43.6M -$5.15M -102,270 -11%
Stifel Financial
41
Stifel Financial
Missouri
$41.9M -$1.1M -21,867 -3%
GVCM
42
Global View Capital Management
Wisconsin
$40.8M -$9.27M -184,122 -19%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$40.3M +$960K +19,049 +2%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$37.7M +$4.06M +80,553 +12%
FHA
45
Flagship Harbor Advisors
Massachusetts
$36.8M +$26.6M +528,855 +261%
WANY
46
Wealthspire Advisors (New York)
New York
$36.1M -$40.3M -799,449 -53%
SFGP
47
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35.9M +$691K +13,727 +2%
WCP
48
Wealthcare Capital Partners
Pennsylvania
$35.6M -$3.35M -66,548 -9%
SI
49
Stephens Inc
Arkansas
$35.1M -$7.51M -149,146 -18%
CAL
50
Capital Analysts LLC
Pennsylvania
$34.4M +$1.19M +23,706 +4%