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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cabot Wealth Management
Massachusetts
$20.6M +$1.69M +33,531 +9%
CAN
77
Cetera Advisor Networks
California
$19.7M +$34.9K +692 +0.2%
APS
78
American Planning Services
Florida
$19.3M -$4.19M -83,273 -18%
MWM
79
Moulton Wealth Management
Washington
$18.7M +$4.23M +84,051 +29%
FNC
80
First National Corp
Massachusetts
$18.2M +$3.13M +62,104 +21%
WWM
81
WT Wealth Management
Arizona
$17.3M -$3.31M -65,811 -16%
MIA
82
Milestone Investment Advisors
Wisconsin
$17.3M -$494K -9,808 -3%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$17.1M +$17.1M +340,300 New
RW
84
Regimen Wealth
Georgia
$16.4M +$1.04M +20,731 +7%
JCM
85
Jacobi Capital Management
Pennsylvania
$16.3M -$28.1K -558 -0.2%
NA
86
Nottingham Advisors
New York
$16.1M +$13.1M +260,853 +435%
NA
87
NewEdge Advisors
Louisiana
$16M -$3.18M -63,083 -17%
CWA
88
Continuum Wealth Advisors
New York
$15.6M +$864K +17,145 +6%
KFGK
89
Keystone Financial Group (Kentucky)
Kentucky
$15.5M +$15.5M +308,044 New
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$15.4M -$1.77M -35,180 -10%
TFA
91
Tobias Financial Advisors
Florida
$15.3M +$15.3M +303,341 New
GWM
92
GSB Wealth Management
Connecticut
$14.9M +$4.08M +80,927 +38%
TCM
93
TD Capital Management
Tennessee
$14.8M -$848K -16,836 -5%
EFH
94
Eaton Financial Holdings
Florida
$14.2M +$14.2M +282,556 New
GWM
95
Geneos Wealth Management
Colorado
$13.8M +$3.91M +77,690 +40%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$13.6M -$35.5M -705,162 -72%
HCM
97
Howard Capital Management
Georgia
$13.5M -$965K -19,152 -7%
T
98
TCWP
Ohio
$13.5M +$558K +11,087 +4%
TM
99
Titan Managers
Arizona
$13.4M -$1.02M -20,230 -7%
JWCA
100
J.W. Cole Advisors
Florida
$13.3M +$6.7M +133,041 +101%