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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$35M +$5.72M +113,700 +20%
IA
52
Inspire Advisors
Idaho
$35M +$14.5M +287,280 +70%
Stifel Financial
53
Stifel Financial
Missouri
$34.1M -$1.15M -22,769 -3%
BOPW
54
Brandywine Oak Private Wealth
Pennsylvania
$33.4M -$6.61M -131,346 -17%
KPWS
55
Kestra Private Wealth Services
Texas
$32.7M +$29.7M +590,305 +978%
GIA
56
Gladstone Institutional Advisory
Florida
$32.6M +$1.92M +38,091 +6%
AWM
57
AE Wealth Management
Kansas
$30.3M +$6.1M +121,282 +25%
TCWM
58
Total Clarity Wealth Management
Illinois
$30.2M +$4.9M +97,421 +19%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$29.4M +$1.25M +24,921 +4%
SPIA
60
Steward Partners Investment Advisory
New York
$28.1M +$24.4M +483,853 +641%
MFG
61
Magnus Financial Group
New York
$28.1M +$2.89M +57,432 +11%
CCP
62
Carmel Capital Partners
California
$27.4M -$1.07M -21,307 -4%
LFAS
63
Level Four Advisory Services
Texas
$26.4M +$1.85M +36,707 +8%
PWMG
64
Prestige Wealth Management Group
New Jersey
$24.8M +$10.3M +204,876 +71%
APS
65
American Planning Services
Florida
$23.5M -$8.45M -167,822 -26%
AWM
66
Atticus Wealth Management
Florida
$23M +$23.1M +458,345 New
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$22.9M +$7.45M +147,960 +48%
MWM
68
Madison Wealth Management
Ohio
$22M +$184K +3,664 +0.8%
MML Investors Services
69
MML Investors Services
Massachusetts
$21.3M +$4.19M +83,309 +24%
WB
70
Webster Bank
Connecticut
$20.6M -$2.14M -42,609 -9%
WWM
71
WT Wealth Management
Arizona
$20.6M +$4.35M +86,408 +27%
Goldman Sachs
72
Goldman Sachs
New York
$20.6M -$17.5M -347,930 -46%
CAN
73
Cetera Advisor Networks
California
$19.7M +$2.7M +53,589 +16%
NA
74
NewEdge Advisors
Louisiana
$19.1M +$5.89M +116,953 +44%
CWM
75
Cabot Wealth Management
Massachusetts
$18.9M +$12M +239,054 +174%