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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Clearview Wealth Advisors
Oregon
$830K +$830K +16,508 New
MWM
77
Madison Wealth Management
Ohio
$794K +$793K +15,775 New
CA
78
Cetera Advisors
Colorado
$767K +$766K +15,248 New
1WM
79
1900 Wealth Management
Texas
$760K +$760K +15,127 New
AWS
80
Atria Wealth Solutions
New York
$715K +$714K +14,212 New
CSPAM
81
Cary Street Partners Asset Management
Virginia
$706K +$705K +14,034 New
SC
82
Savant Capital
Illinois
$692K +$691K +13,759 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$686K +$686K +13,649 New
TSS
84
Two Sigma Securities
New York
$684K +$684K +13,606 New
VIM
85
Vista Investment Management
Pennsylvania
$680K +$680K +13,529 New
Citadel Advisors
86
Citadel Advisors
Florida
$655K +$654K +13,020 New
Creative Planning
87
Creative Planning
Kansas
$648K +$648K +12,896 New
CCG
88
Cypress Capital Group
Florida
$639K +$638K +12,705 New
CAP
89
Columbia Advisory Partners
Washington
$619K +$619K +12,312 New
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$612K +$612K +12,175 New
BIA
91
Barry Investment Advisors
Massachusetts
$605K +$605K +12,032 New
Allianz Asset Management
92
Allianz Asset Management
Germany
$603K +$603K +12,000 New
EIA
93
Eldridge Investment Advisors
New Hampshire
$603K +$603K +12,000 New
TW
94
TrinityPoint Wealth
Connecticut
$589K +$588K +11,709 New
RA
95
RFG Advisory
Alabama
$578K +$578K +11,501 New
BRWM
96
B. Riley Wealth Management
Tennessee
$577K +$577K +11,473 New
JWCA
97
J.W. Cole Advisors
Florida
$538K +$538K +10,707 New
PA
98
Pinnacle Associates
New York
$520K +$520K +10,346 New
PWMAG
99
Pinnacle Wealth Management Advisory Group
New Jersey
$520K +$520K +10,346 New
IA
100
Insight Advisors
Pennsylvania
$518K +$517K +10,297 New