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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
76
Milestone Investment Advisors
Wisconsin
$17.7M -$6M -119,242 -25%
TJHA
77
Thomas J. Herzfeld Advisors
Florida
$17.5M +$9.71M +192,925 +125%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$17.1M -$626K -12,431 -4%
AAS
79
Avantax Advisory Services
Texas
$17.1M -$520K -10,338 -3%
MFG
80
Merit Financial Group
Georgia
$16.7M -$10.1M -200,578 -38%
JCM
81
Jacobi Capital Management
Pennsylvania
$16.3M +$2.48M +49,185 +18%
RW
82
Regimen Wealth
Georgia
$16M -$440K -8,736 -3%
TCM
83
TD Capital Management
Tennessee
$15.6M +$5.63M +111,774 +56%
AF
84
Allworth Financial
California
$15.3M -$347K -6,902 -2%
GWM
85
Greenwich Wealth Management
Connecticut
$15.3M +$1.54M +30,653 +11%
WMR
86
Wealth Management Resources
Rhode Island
$15.1M +$46K +914 +0.3%
FNC
87
First National Corp
Massachusetts
$15M +$2.78M +55,259 +23%
CWA
88
Continuum Wealth Advisors
New York
$14.8M +$487K +9,671 +3%
HCM
89
Howard Capital Management
Georgia
$14.5M +$14.5M +288,220 New
MWM
90
Moulton Wealth Management
Washington
$14.5M +$4.13M +82,048 +40%
TM
91
Titan Managers
Arizona
$14.4M -$99.1K -1,969 -0.7%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$14.3M -$2.45M -48,768 -15%
Jane Street
93
Jane Street
New York
$13.7M -$25.4M -505,574 -65%
MOS
94
MGO One Seven
Ohio
$13M +$13M +258,337 New
T
95
TCWP
Ohio
$12.9M +$1.92M +38,184 +17%
BW
96
BIP Wealth
Georgia
$12.8M +$12.8M +254,578 New
UAS
97
United Asset Strategies
New York
$12.7M +$11.3M +224,113 +794%
CA
98
Cetera Advisors
Colorado
$12.7M +$5.23M +103,993 +70%
Citadel Advisors
99
Citadel Advisors
Florida
$12.2M +$12.2M +241,857 New
SWM
100
Stapp Wealth Management
Washington
$11.5M +$1.32M +26,166 +13%