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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Continuum Wealth Advisors
New York
$18.5M +$1.65M +32,854 +10%
II
77
Inspire Investing
Idaho
$18.3M +$3.37M +66,865 +23%
RW
78
Regimen Wealth
Georgia
$18.2M -$264K -5,251 -1%
WWA
79
WCG Wealth Advisors
Nevada
$18.1M +$1.83M +36,295 +11%
BA
80
Bristlecone Advisors
Washington
$18M +$573K +11,376 +3%
CRA
81
Clear Rock Advisors
Texas
$17.9M +$412K +8,176 +2%
MFG
82
Magnus Financial Group
New York
$17.6M -$4.19M -83,180 -19%
AC
83
Avestar Capital
New York
$16.9M -$8.52M -169,291 -33%
JCM
84
Jacobi Capital Management
Pennsylvania
$16.5M +$128K +2,544 +0.8%
TA
85
Tectonic Advisors
Texas
$16.5M -$710K -14,111 -4%
LW
86
Lauer Wealth
Indiana
$16.4M +$4.61M +91,564 +39%
SWM
87
Stapp Wealth Management
Washington
$16.3M +$17.2K +341 +0.1%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$15.6M +$2.79M +55,337 +22%
LWL
89
Leo Wealth LLC
Texas
$15.5M -$984K -19,554 -6%
Mariner
90
Mariner
Kansas
$15.2M -$4.79M -95,239 -24%
TWD
91
True Wealth Design
Ohio
$15.2M +$15.2M +302,407 New
KWM
92
Kingsview Wealth Management
Oregon
$15.2M +$3.06M +60,727 +25%
SWP
93
Stratos Wealth Partners
Ohio
$14.8M +$2.33M +46,199 +19%
GWM
94
GSB Wealth Management
Connecticut
$14.5M -$3.45M -68,533 -19%
AHC
95
Anderson Hoagland & Co
Missouri
$14.4M -$3.08M -61,091 -18%
TM
96
Titan Managers
Arizona
$13.8M -$532K -10,560 -4%
BWM
97
BlackDiamond Wealth Management
New York
$13.6M -$3.25M -64,599 -19%
TCWM
98
Total Clarity Wealth Management
Illinois
$13.1M -$1.2M -23,774 -8%
FSA
99
Financial Security Advisor
Virginia
$12.9M +$2.8M +55,718 +28%
BS
100
Banco Santander
Spain
$12.9M +$5.21M +103,541 +68%