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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$38.9M +$34.9M +692,112 +856%
IAA
52
Independent Advisor Alliance
North Carolina
$38.8M +$38.8M +769,824 New
AC
53
AlphaCore Capital
California
$38.5M -$1.24M -24,613 -3%
CAM
54
Cresset Asset Management
Illinois
$37.4M +$30.4M +602,562 +428%
AWA
55
Arkadios Wealth Advisors
Georgia
$37M +$26.1M +517,405 +238%
DCM
56
Disciplina Capital Management
Tennessee
$33.5M +$10.6M +210,992 +46%
LFAS
57
Level Four Advisory Services
Texas
$32.9M +$679K +13,466 +2%
WCP
58
Wealthcare Capital Partners
Pennsylvania
$32.8M -$3.75M -74,513 -10%
UIC
59
Uniplan Investment Counsel
Wisconsin
$32.7M +$20.4M +403,910 +164%
Mariner
60
Mariner
Kansas
$31.6M +$19.3M +383,547 +157%
AssetMark Inc
61
AssetMark Inc
California
$31.4M +$614K +12,179 +2%
WWA
62
WCG Wealth Advisors
Nevada
$31M +$12.2M +242,214 +65%
IA
63
Integrity Alliance
Iowa
$30.2M -$128K -2,545 -0.4%
IA
64
Inspire Advisors
Idaho
$29.7M +$2.13M +42,175 +8%
CCP
65
Carmel Capital Partners
California
$29M +$1.09M +21,596 +4%
SC
66
Sykon Capital
New York
$28.3M +$18M +357,947 +176%
HCM
67
Hollencrest Capital Management
California
$27.5M +$27M +536,773 +5,264%
GIA
68
Gladstone Institutional Advisory
Florida
$27.1M -$25.4M -504,303 -48%
VAS
69
Vestmark Advisory Solutions
Massachusetts
$26.6M +$8.06M +159,985 +44%
SFGP
70
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$26.4M -$8.84M -175,376 -25%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$26.3M +$3.61M +71,641 +16%
P
72
&Partners
Tennessee
$25.3M +$3.44M +68,310 +16%
MYIA
73
Mount Yale Investment Advisors
Colorado
$25M +$6.5M +129,083 +35%
UAS
74
United Asset Strategies
New York
$24.3M +$2.93M +58,090 +14%
HP
75
Holistic Planning
Texas
$23.9M -$5.87M -116,473 -20%