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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
51
SPC Financial Inc
Maryland
$35.6M -$7.45M -148,066 -17%
WB
52
Webster Bank
Connecticut
$35.3M +$2.87M +56,919 +9%
UAS
53
United Asset Strategies
New York
$33.3M +$17.6M +350,179 +112%
Kayne Anderson Rudnick Investment Management
54
Kayne Anderson Rudnick Investment Management
California
$32.2M +$5.96M +118,418 +23%
LFAS
55
Level Four Advisory Services
Texas
$32.2M +$504K +10,011 +2%
SPIA
56
Steward Partners Investment Advisory
New York
$30.7M +$1.68M +33,334 +6%
MAC
57
Mason & Associates (California)
California
$28.7M -$25.7M -510,254 -47%
TFA
58
Tobias Financial Advisors
Florida
$28.3M +$1.37M +27,180 +5%
AWM
59
AE Wealth Management
Kansas
$26.5M -$2.07M -41,130 -7%
SWMG
60
Sanchez Wealth Management Group
Florida
$26.1M -$12.6M -250,381 -33%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$26M -$1.94M -38,517 -7%
NPI
62
New Perspectives Inc
Mississippi
$25.8M +$25.8M +513,303 New
Millennium Management
63
Millennium Management
New York
$25.7M +$8.91M +177,035 +53%
CCP
64
Cassia Capital Partners
North Carolina
$25.3M +$25.3M +503,313 New
MIG
65
McGuire Investment Group
Rhode Island
$24.7M +$9.82M +195,030 +66%
MWM
66
Moulton Wealth Management
Washington
$22.8M +$2.5M +49,650 +12%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$21.1M +$13M +257,468 +159%
TFG
68
Team Financial Group
California
$20.9M +$222K +4,404 +1%
SL
69
SFM LLC
New Hampshire
$20.4M +$6.86M +136,196 +51%
PGWM
70
Parisi Gray Wealth Management
New Jersey
$20.1M +$4.09M +81,319 +25%
CAL
71
Capital Analysts LLC
Pennsylvania
$19.8M -$504K -10,020 -2%
FNC
72
First National Corp
Massachusetts
$19.6M
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$19.2M -$10.8M -214,419 -36%
TCM
74
TD Capital Management
Tennessee
$18.9M +$1.99M +39,493 +12%
CWM
75
Cabot Wealth Management
Massachusetts
$18.8M -$2.22M -44,146 -11%