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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$63.5M +$16.3M +322,613 +34%
KAM
27
Knightsbridge Asset Management
California
$62.3M -$31.4M -622,331 -33%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$58.9M +$15.4M +306,551 +35%
FCM
29
Fourpath Capital Management
Oklahoma
$58.6M +$58.7M +1,164,700 New
AFP
30
Ausdal Financial Partners
Iowa
$56.4M +$23M +455,952 +69%
Stifel Financial
31
Stifel Financial
Missouri
$55.7M +$14M +278,636 +34%
SFO
32
Stenger Family Office
Illinois
$50.8M +$50.8M +1,009,122 New
SPIA
33
Steward Partners Investment Advisory
New York
$48.4M +$6.58M +130,615 +16%
EMAM
34
Encompass More Asset Management
California
$46.8M +$16.5M +327,495 +54%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$46.8M +$703K +13,951 +2%
NA
36
NewEdge Advisors
Louisiana
$46.4M +$36.4M +723,199 +363%
MIG
37
McGuire Investment Group
Rhode Island
$45.1M +$5.47M +108,513 +14%
Lido Advisors
38
Lido Advisors
California
$45M -$10M -199,109 -18%
VPP
39
Vertex Planning Partners
Illinois
$45M +$18.9M +376,009 +73%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$44.8M -$7.94M -157,579 -15%
MWM
41
Mission Wealth Management
California
$43.7M +$8.64M +171,389 +25%
William Blair & Company
42
William Blair & Company
Illinois
$43.3M -$3.05M -60,502 -7%
LCM
43
Lunt Capital Management
Utah
$42.9M -$2.06M -40,969 -5%
EWA
44
Exit Wealth Advisors
Georgia
$41.9M +$34.7M +688,955 +480%
MAA
45
Mraz Amerine & Associates
California
$41.4M +$5.23M +103,733 +14%
KPWS
46
Kestra Private Wealth Services
Texas
$40.8M -$1.84M -36,477 -4%
WANY
47
Wealthspire Advisors (New York)
New York
$40.8M -$18.3M -363,938 -31%
CPA
48
Capital Planning Advisors
California
$40.7M +$8.38M +166,393 +26%
FFA
49
Farther Finance Advisors
California
$39.2M +$25.2M +500,035 +179%
JP Morgan Chase
50
JP Morgan Chase
New York
$39.1M -$6.57M -130,458 -14%