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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$33.1M +$9.14M +181,524 +38%
LCM
52
Lunt Capital Management
Utah
$32.8M -$3.24M -64,435 -9%
LFAS
53
Level Four Advisory Services
Texas
$31.5M +$1.14M +22,715 +4%
UAS
54
United Asset Strategies
New York
$31M +$15.9M +315,821 +105%
WB
55
Webster Bank
Connecticut
$30.4M -$2.96M -58,888 -9%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$29.7M -$2.21M -43,887 -7%
LW
57
Lauer Wealth
Indiana
$26.7M +$1.32M +26,205 +5%
CCP
58
Cassia Capital Partners
North Carolina
$26.5M -$1.36M -27,039 -5%
MIG
59
McGuire Investment Group
Rhode Island
$26.5M +$143K +2,838 +0.5%
UIC
60
Uniplan Investment Counsel
Wisconsin
$26.2M +$1.12M +22,199 +4%
C
61
Certuity
Florida
$24.9M -$118M -2,342,689 -83%
SI
62
Stonekeep Investments
New Mexico
$24.7M -$1.75M -34,683 -7%
CC
63
Cypress Capital
Tennessee
$23.7M -$915K -18,167 -4%
BA
64
Bristlecone Advisors
Washington
$23.1M +$4.71M +93,647 +26%
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$22.8M -$260K -5,167 -1%
Mariner
66
Mariner
Kansas
$22.7M +$8.81M +174,909 +63%
TFG
67
Team Financial Group
California
$21M +$597K +11,862 +3%
MWM
68
Moulton Wealth Management
Washington
$19.5M -$4.2M -83,457 -18%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$19.5M -$32.3M -641,148 -62%
EMAM
70
Encompass More Asset Management
California
$19.2M +$19.3M +383,168 New
RW
71
Regimen Wealth
Georgia
$19.2M +$401K +7,974 +2%
AFP
72
Ausdal Financial Partners
Iowa
$18.8M +$2.74M +54,440 +17%
AWM
73
AE Wealth Management
Kansas
$18.6M -$11.8M -235,339 -39%
LWL
74
Leo Wealth LLC
Texas
$18.4M +$2.02M +40,193 +12%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$18.3M +$3.94M +78,332 +27%