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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
51
Disciplina Capital Management
Tennessee
$36.5M +$9.78M +194,087 +37%
SFGP
52
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35.2M -$8.09M -160,422 -19%
CCP
53
Carmel Capital Partners
California
$35M +$3.9M +77,286 +13%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$34.5M +$1.29M +25,558 +4%
AFP
55
Ausdal Financial Partners
Iowa
$34.1M +$13.1M +259,226 +62%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$33.7M +$7.19M +142,716 +27%
CAL
57
Capital Analysts LLC
Pennsylvania
$33.3M -$5.43M -107,777 -14%
SPIA
58
Steward Partners Investment Advisory
New York
$32.9M +$2.32M +46,003 +8%
MIG
59
McGuire Investment Group
Rhode Island
$32M +$5.45M +108,187 +21%
LFAS
60
Level Four Advisory Services
Texas
$31.9M +$153K +3,029 +0.5%
VPP
61
Vertex Planning Partners
Illinois
$31.8M +$2.1M +41,720 +7%
MTC
62
Matrix Trust Company
Colorado
$30.8M -$4.78M -94,846 -13%
SC
63
Sykon Capital
New York
$29.3M -$1.9M -37,736 -6%
CC
64
Cypress Capital
Tennessee
$28.4M -$327K -6,487 -1%
RFA
65
Reyes Financial Architecture
California
$26.5M -$3.1M -61,444 -10%
WB
66
Webster Bank
Connecticut
$26M -$5.2M -103,263 -17%
MWM
67
Modern Wealth Management
Kansas
$25.8M -$1.22M -24,297 -5%
Mariner
68
Mariner
Kansas
$25.6M +$10.8M +214,381 +73%
BA
69
Bristlecone Advisors
Washington
$25.6M +$851K +16,886 +3%
TFA
70
Tobias Financial Advisors
Florida
$25.4M +$585K +11,610 +2%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$25.1M +$1.66M +32,854 +7%
PCM
72
Permanent Capital Management
Illinois
$24.9M +$991K +19,668 +4%
NPI
73
New Perspectives Inc
Mississippi
$23.8M +$10.6M +210,657 +80%
FFO
74
Fortitude Family Office
Arizona
$23.6M +$20.3M +402,759 +601%
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
$22.3M +$2.21M +43,830 +11%