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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Amplius Wealth Advisors
Pennsylvania
$8.81M +$3.96M +78,731 +82%
MIAN
77
Mariner Independent Advisor Network
Kansas
$8.63M +$4.32M +85,871 +100%
CWM
78
Castle Wealth Management
Florida
$8.45M +$8.45M +167,842 New
LWP
79
Laurel Wealth Planning
Minnesota
$8.1M +$174K +3,456 +2%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$7.54M +$459K +9,113 +6%
SAM
81
Synergy Asset Management
Washington
$7.52M +$7.52M +149,432 New
LFAS
82
Level Four Advisory Services
Texas
$7.33M +$7.34M +145,715 New
PWS
83
Private Wealth Strategies
Ohio
$7.06M +$5.73M +113,853 +431%
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$6.73M -$149K -2,962 -2%
APS
85
American Planning Services
Florida
$6.7M +$6.7M +133,090 New
NFG
86
Nations Financial Group
Iowa
$6.55M +$6.55M +130,152 New
AAS
87
Ameritas Advisory Services
Nebraska
$6.12M +$2.56M +50,856 +72%
BTWM
88
Baker Tilly Wealth Management
Wisconsin
$6.06M +$6.06M +120,464 New
5SA
89
5th Street Advisors
Connecticut
$5.89M +$166K +3,304 +3%
SPL
90
Smart Portfolios LLC
Washington
$5.6M +$5.6M +111,259 New
WWM
91
WT Wealth Management
Arizona
$5.5M +$5.5M +109,257 New
TCA
92
Transcend Capital Advisors
New Jersey
$5.47M -$22.8K -452 -0.4%
SCP
93
Syntal Capital Partners
Texas
$5.21M +$5.22M +103,598 New
PAG
94
Private Advisor Group
New Jersey
$5.21M +$5.21M +103,520 New
SFP
95
Sweet Financial Partners
Minnesota
$4.87M +$4.87M +96,786 New
1WM
96
1900 Wealth Management
Texas
$4.87M +$4.11M +81,632 +540%
FA
97
FDx Advisors
Illinois
$4.85M +$4.63M +91,956 +2,077%
BWM
98
BlackDiamond Wealth Management
New York
$4.7M +$910K +18,078 +24%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$4.48M +$4.45M +88,481 +15,885%
BFWA
100
Benchmark Financial Wealth Advisors
Florida
$4.35M +$4.35M +86,390 New