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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$18.3M +$18M +357,000 +5,435%
PP
52
Prudential plc
United Kingdom
$17.6M +$15.3M +304,500 +669%
WB
53
Webster Bank
Connecticut
$17.2M +$17.2M +341,989 New
MAG
54
Members Advisory Group
New York
$15.9M +$79.1K +1,571 +0.5%
MML Investors Services
55
MML Investors Services
Massachusetts
$14.9M +$7.52M +149,398 +102%
TM
56
Titan Managers
Arizona
$14.8M +$14.8M +294,775 New
MWM
57
Madison Wealth Management
Ohio
$14.7M +$13.9M +276,205 +1,751%
CPA
58
Capital Planning Advisors
California
$14.3M +$3.12M +62,043 +28%
AAS
59
Avantax Advisory Services
Texas
$13.9M +$12.6M +250,875 +1,004%
JCM
60
Jacobi Capital Management
Pennsylvania
$13.5M +$13.5M +269,074 New
RJA
61
Raymond James & Associates
Florida
$13.3M +$3.23M +64,183 +32%
AF
62
Allworth Financial
California
$13M +$13M +258,004 +40,063%
APW
63
Aurora Private Wealth
New Jersey
$12.7M +$12.7M +251,933 New
PWMG
64
Prestige Wealth Management Group
New Jersey
$12.5M +$1.37M +27,145 +12%
KLC
65
Knowledge Leaders Capital
Colorado
$12.2M +$6.55M +130,124 +117%
JWM
66
Jackson Wealth Management
Florida
$12M -$5M -99,419 -29%
CWM
67
Cabot Wealth Management
Massachusetts
$11.9M +$11.9M +235,631 New
EWMCB
68
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11M +$9.14M +181,503 +481%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$10.2M +$10.2M +203,450 +158,945%
TJHA
70
Thomas J. Herzfeld Advisors
Florida
$10M +$10M +199,158 New
FSA
71
Financial Services Advisory
Maryland
$9.91M +$9.91M +196,825 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$9.77M +$7.89M +156,806 +421%
Kayne Anderson Rudnick Investment Management
73
Kayne Anderson Rudnick Investment Management
California
$9.48M +$2.25M +44,639 +31%
PWAG
74
Polaris Wealth Advisory Group
California
$9.44M +$9.44M +187,568 New
MIG
75
McGuire Investment Group
Rhode Island
$9.04M +$178K +3,532 +2%