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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
APS
51
American Planning Services
Florida
$31.9M +$31.9M +634,363 +126,619%
GIA
52
Gladstone Institutional Advisory
Florida
$30.7M -$272K -5,409 -0.9%
Renaissance Technologies
53
Renaissance Technologies
New York
$29.3M +$6.51M +129,300 +29%
CCP
54
Carmel Capital Partners
California
$28.5M +$28.5M +567,263 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$28.1M +$126K +2,514 +0.5%
MFG
56
Merit Financial Group
Georgia
$26.8M -$14.9M -296,988 -36%
FSA
57
Financial Sense Advisors
California
$26.2M +$26M +515,833 +10,504%
TCWM
58
Total Clarity Wealth Management
Illinois
$25.3M +$23.4M +465,854 +1,213%
MFG
59
Magnus Financial Group
New York
$25.2M +$17.9M +356,476 +245%
GM
60
GeoWealth Management
Illinois
$24.7M +$24.5M +487,158 +9,452%
LFAS
61
Level Four Advisory Services
Texas
$24.6M +$11.9M +236,007 +93%
GRP
62
Global Retirement Partners
California
$24.3M -$7.49M -148,925 -24%
SWMG
63
Sanchez Wealth Management Group
Florida
$24.2M +$221K +4,398 +0.9%
AWM
64
AE Wealth Management
Kansas
$24.2M +$3.03M +60,256 +14%
MIA
65
Milestone Investment Advisors
Wisconsin
$23.7M +$23.7M +471,903 New
WB
66
Webster Bank
Connecticut
$22.8M +$2.37M +47,060 +12%
NPI
67
New Perspectives Inc
Mississippi
$21.9M +$1.89M +37,591 +9%
MWM
68
Madison Wealth Management
Ohio
$21.8M +$4.8M +95,363 +28%
SWP
69
Stratos Wealth Partners
Ohio
$21.1M -$1.68M -33,373 -7%
IA
70
Inspire Advisors
Idaho
$20.5M +$6.98M +138,741 +51%
VWM
71
Venturi Wealth Management
Texas
$20M -$66.8M -1,326,872 -77%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$18.6M +$18.6M +370,495 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$17.8M +$3.37M +67,001 +23%
AAS
74
Avantax Advisory Services
Texas
$17.6M +$2.29M +45,476 +15%
WCAMG
75
Woodard & Company Asset Management Group
North Carolina
$17.4M -$16.6M -330,737 -49%