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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WCP
51
Wealthcare Capital Partners
Pennsylvania
$32.9M -$2.67M -53,064 -7%
MIG
52
McGuire Investment Group
Rhode Island
$30.9M -$19.7K -392 -0.1%
IA
53
Inspire Advisors
Idaho
$30.6M -$3.13M -62,057 -9%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$28.6M -$9.11M -180,950 -24%
AFP
55
Ausdal Financial Partners
Iowa
$28.3M +$4.03M +80,000 +17%
CC
56
Cypress Capital
Tennessee
$28.3M -$1.96M -38,877 -6%
LI
57
LifeWealth Investments
Florida
$27.4M +$764K +15,168 +3%
CCP
58
Carmel Capital Partners
California
$27.2M -$2.85M -56,681 -9%
VPP
59
Vertex Planning Partners
Illinois
$27.1M -$3.38M -67,166 -11%
IA
60
Integrity Alliance
Iowa
$26.7M -$16.9M -335,168 -39%
FNC
61
First National Corp
Massachusetts
$26M +$829K +16,470 +3%
CFC
62
Client First Capital
California
$25.4M +$4.52M +89,751 +22%
UPS
63
UHLMANN PRICE SECURITIES
Illinois
$25.3M +$8.59M +170,626 +50%
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$24.6M -$998K -19,810 -4%
TFG
65
Team Financial Group
California
$24M -$592K -11,750 -2%
LWL
66
Leo Wealth LLC
Texas
$23.7M -$3.13M -62,190 -12%
SI
67
Stonekeep Investments
New Mexico
$22.1M +$1.02M +20,327 +5%
GRP
68
Global Retirement Partners
California
$21.8M +$18M +357,126 +468%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$21.6M +$2.09M +41,431 +11%
FLFS
70
Family Legacy Financial Solutions
North Carolina
$21.4M +$2.43M +48,306 +13%
RW
71
Regimen Wealth
Georgia
$21.4M +$247K +4,910 +1%
WB
72
Webster Bank
Connecticut
$21.1M -$314K -6,234 -1%
PCM
73
Permanent Capital Management
Illinois
$21M +$21.1M +418,512 New
EWA
74
Etesian Wealth Advisors
Oregon
$20.9M +$8.11M +161,018 +63%
NPI
75
New Perspectives Inc
Mississippi
$20.7M -$4.73M -93,831 -19%