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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$17.1M +$1.76M +34,903 +11%
CAN
77
Cetera Advisor Networks
California
$17M +$10.7M +212,064 +169%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$16.7M +$11.9M +237,069 +248%
WWM
79
WT Wealth Management
Arizona
$16.3M +$5.36M +106,438 +49%
RW
80
Regimen Wealth
Georgia
$15.7M +$15.7M +313,016 New
AF
81
Allworth Financial
California
$15.7M -$354K -7,039 -2%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$15.5M +$1.39M +27,680 +10%
WMR
83
Wealth Management Resources
Rhode Island
$15M -$3.11M -61,789 -17%
MA
84
MJP Associates
Connecticut
$14.6M -$2.66M -52,794 -15%
TM
85
Titan Managers
Arizona
$14.5M -$720K -14,312 -5%
PWMG
86
Prestige Wealth Management Group
New Jersey
$14.5M +$1.13M +22,488 +8%
CWA
87
Continuum Wealth Advisors
New York
$14.3M +$14.3M +283,802 New
JCM
88
Jacobi Capital Management
Pennsylvania
$13.8M +$134K +2,657 +1%
GWM
89
Greenwich Wealth Management
Connecticut
$13.8M +$2.3M +45,722 +20%
CWM
90
Castle Wealth Management
Florida
$12.7M +$744K +14,796 +6%
JIP
91
Jaffetilchin Investment Partners
Florida
$12.4M +$12.4M +245,781 New
FNC
92
First National Corp
Massachusetts
$12.3M +$10.8M +214,798 +736%
NL
93
NVWM LLC
Pennsylvania
$12.1M +$689K +13,688 +6%
RCS
94
Retirement Capital Strategies
California
$11.3M -$213K -4,231 -2%
T
95
TCWP
Ohio
$11M +$4.9M +97,431 +80%
Mariner
96
Mariner
Kansas
$10.8M +$10.8M +215,154 New
GWM
97
GSB Wealth Management
Connecticut
$10.8M +$4.03M +80,028 +60%
MIG
98
McGuire Investment Group
Rhode Island
$10.4M +$746K +14,822 +8%
EWMCB
99
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.4M +$304K +6,033 +3%
FA
100
Fiduciary Alliance
South Carolina
$10.4M +$10.4M +206,200 New