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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$35.9M +$5.61M +111,462 +19%
WB
52
Webster Bank
Connecticut
$35.6M +$14.9M +296,226 +72%
CPA
53
Capital Planning Advisors
California
$35.4M -$16.8M -333,981 -32%
Renaissance Technologies
54
Renaissance Technologies
New York
$35M
GIA
55
Gladstone Institutional Advisory
Florida
$35M +$2.4M +47,661 +7%
TC
56
TownSquare Capital
Utah
$34.2M -$8.48M -168,404 -20%
BOPW
57
Brandywine Oak Private Wealth
Pennsylvania
$33.9M +$528K +10,478 +2%
IA
58
Inspire Advisors
Idaho
$33M -$1.96M -39,007 -6%
VPP
59
Vertex Planning Partners
Illinois
$32.8M -$2.66M -52,801 -7%
LFAS
60
Level Four Advisory Services
Texas
$31.9M +$5.51M +109,380 +21%
AAS
61
Avantax Advisory Services
Texas
$31.1M +$14M +277,325 +81%
RL
62
Retireful LLC
Michigan
$30.9M -$22.7M -450,564 -42%
Stifel Financial
63
Stifel Financial
Missouri
$29.8M -$4.3M -85,320 -13%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$28.3M +$14.1M +279,535 +99%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$27.9M -$7.16M -142,073 -20%
FHC
66
First Heartland Consultants
Missouri
$27M +$25.4M +503,772 +1,500%
PWMG
67
Prestige Wealth Management Group
New Jersey
$26.5M +$1.77M +35,167 +7%
MFG
68
Magnus Financial Group
New York
$25.8M -$2.37M -47,055 -8%
TCWM
69
Total Clarity Wealth Management
Illinois
$24M -$6.33M -125,703 -21%
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$22.9M +$26.6K +529 +0.1%
AWM
71
Atticus Wealth Management
Florida
$22.7M -$317K -6,285 -1%
II
72
Inspire Investing
Idaho
$22.7M -$34.7M -689,511 -60%
MML Investors Services
73
MML Investors Services
Massachusetts
$22.7M +$1.38M +27,352 +6%
SWP
74
Stratos Wealth Partners
Ohio
$22M -$14.9M -295,986 -40%
MWM
75
Madison Wealth Management
Ohio
$21.7M -$341K -6,768 -2%