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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AHC
76
Anderson Hoagland & Co
Missouri
$17.5M -$37.3M -739,660 -68%
BA
77
Bristlecone Advisors
Washington
$17.4M +$1.96M +38,984 +13%
TA
78
Tectonic Advisors
Texas
$17.2M +$1.83M +36,291 +12%
TCM
79
TD Capital Management
Tennessee
$16.9M -$541K -10,740 -3%
CWA
80
Continuum Wealth Advisors
New York
$16.8M +$562K +11,166 +3%
BWM
81
BlackDiamond Wealth Management
New York
$16.8M +$6.24M +123,910 +59%
Millennium Management
82
Millennium Management
New York
$16.8M -$1.58M -31,443 -9%
LWL
83
Leo Wealth LLC
Texas
$16.4M +$16.5M +326,897 New
JCM
84
Jacobi Capital Management
Pennsylvania
$16.4M -$2.12K -42 -0%
Toronto Dominion Bank
85
Toronto Dominion Bank
Ontario, Canada
$16.3M +$9.69M +192,400 +145%
WWA
86
WCG Wealth Advisors
Nevada
$16.3M +$2.36M +46,905 +17%
SWM
87
Stapp Wealth Management
Washington
$16.2M +$2.38M +47,348 +17%
PGWM
88
Parisi Gray Wealth Management
New Jersey
$16M -$798K -15,834 -5%
UAS
89
United Asset Strategies
New York
$15.6M +$7.78M +154,384 +98%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$15.4M -$641K -12,718 -4%
MIG
91
McGuire Investment Group
Rhode Island
$14.9M +$177K +3,507 +1%
II
92
Inspire Investing
Idaho
$14.9M -$671K -13,319 -4%
GWM
93
Geneos Wealth Management
Colorado
$14.7M -$38.3K -761 -0.3%
TM
94
Titan Managers
Arizona
$14.3M -$526K -10,451 -4%
AWS
95
Atria Wealth Solutions
New York
$14.3M -$7M -138,914 -33%
TCWM
96
Total Clarity Wealth Management
Illinois
$14.2M -$2.96M -58,705 -17%
SL
97
SFM LLC
New Hampshire
$13.5M +$13.6M +269,301 New
CW
98
CreativeOne Wealth
Kansas
$13.4M -$1.35M -26,784 -9%
ACM
99
Andina Capital Management
Utah
$13M +$13M +258,538 New
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$12.9M +$5.41M +107,446 +72%