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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$39.2M +$4.2M +83,394 +12%
CAL
52
Capital Analysts LLC
Pennsylvania
$39.2M +$1.48M +29,393 +4%
AssetMark Inc
53
AssetMark Inc
California
$38.9M -$107K -2,130 -0.3%
AWM
54
AE Wealth Management
Kansas
$38.6M +$2.74M +54,461 +8%
VPP
55
Vertex Planning Partners
Illinois
$38.5M +$5.69M +112,909 +17%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$38.1M +$9.76M +193,754 +34%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$37.5M +$36.8M +730,760 +4,972%
IA
58
Inspire Advisors
Idaho
$36.7M +$3.63M +72,035 +11%
WB
59
Webster Bank
Connecticut
$34.3M -$1.27M -25,131 -4%
Stifel Financial
60
Stifel Financial
Missouri
$34.2M +$4.35M +86,366 +15%
SPIA
61
Steward Partners Investment Advisory
New York
$33.2M -$4.09M -81,058 -11%
TC
62
TownSquare Capital
Utah
$32.4M -$1.83M -36,398 -5%
FHA
63
Flagship Harbor Advisors
Massachusetts
$32.4M +$26.6M +527,164 +455%
LFAS
64
Level Four Advisory Services
Texas
$32.1M +$171K +3,402 +0.5%
AAS
65
Avantax Advisory Services
Texas
$31.8M +$686K +13,609 +2%
MFG
66
Magnus Financial Group
New York
$30.7M +$4.98M +98,776 +19%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$29.4M +$1.45M +28,762 +5%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$28.1M -$8.43M -167,194 -23%
GS
69
GTS Securities
Florida
$27.2M +$27.3M +540,842 New
APS
70
American Planning Services
Florida
$24.8M +$5.51M +109,315 +28%
Jane Street
71
Jane Street
New York
$24.5M -$19.6M -388,293 -44%
Kayne Anderson Rudnick Investment Management
72
Kayne Anderson Rudnick Investment Management
California
$24.1M +$1.18M +23,473 +5%
FHC
73
First Heartland Consultants
Missouri
$23.4M -$3.6M -71,352 -13%
MWM
74
Madison Wealth Management
Ohio
$22.4M +$750K +14,886 +3%
AWM
75
Atticus Wealth Management
Florida
$22M -$764K -15,164 -3%