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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$22.8M +$22.8M +452,549 +76,059%
Renaissance Technologies
52
Renaissance Technologies
New York
$22.8M +$765K +15,200 +3%
SWP
53
Stratos Wealth Partners
Ohio
$22.7M -$7.63M -151,704 -25%
AWM
54
AE Wealth Management
Kansas
$21.1M -$672K -13,362 -3%
WB
55
Webster Bank
Connecticut
$20.4M +$3.23M +64,258 +19%
PCM
56
Price Capital Management
Louisiana
$20.1M +$20.1M +400,000 New
NPI
57
New Perspectives Inc
Mississippi
$20M -$168K -3,334 -0.8%
WMR
58
Wealth Management Resources
Rhode Island
$18.1M -$307K -6,098 -2%
MA
59
MJP Associates
Connecticut
$17.3M -$5.65M -112,275 -25%
MWM
60
Madison Wealth Management
Ohio
$17M +$2.34M +46,597 +16%
AF
61
Allworth Financial
California
$16.1M +$3.05M +60,561 +23%
AWA
62
Arete Wealth Advisors
Illinois
$15.5M -$3.99M -79,237 -20%
AAS
63
Avantax Advisory Services
Texas
$15.4M +$1.49M +29,647 +11%
MAG
64
Members Advisory Group
New York
$15.4M -$574K -11,405 -4%
MML Investors Services
65
MML Investors Services
Massachusetts
$15.4M +$455K +9,041 +3%
TM
66
Titan Managers
Arizona
$15.2M +$427K +8,480 +3%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$14.4M +$14.4M +286,568 New
Kayne Anderson Rudnick Investment Management
68
Kayne Anderson Rudnick Investment Management
California
$14.1M +$4.6M +91,481 +49%
JCM
69
Jacobi Capital Management
Pennsylvania
$13.7M +$143K +2,833 +1%
IA
70
Inspire Advisors
Idaho
$13.6M -$15.8M -314,057 -54%
CAL
71
Capital Analysts LLC
Pennsylvania
$13.4M +$13.4M +265,519 +20,146%
PWMG
72
Prestige Wealth Management Group
New Jersey
$13.3M +$868K +17,252 +7%
PP
73
Prudential plc
United Kingdom
$13.1M -$4.53M -90,000 -26%
APW
74
Aurora Private Wealth
New Jersey
$12.9M +$239K +4,755 +2%
LFAS
75
Level Four Advisory Services
Texas
$12.7M +$5.37M +106,807 +73%