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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
76
WCG Wealth Advisors
Nevada
$18.8M +$684K +13,577 +4%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$18.6M -$531K -10,543 -3%
BA
78
Bristlecone Advisors
Washington
$18.4M +$442K +8,777 +2%
FNC
79
First National Corp
Massachusetts
$18.4M -$1.19M -23,577 -6%
TCM
80
TD Capital Management
Tennessee
$18M -$954K -18,920 -5%
SL
81
SFM LLC
New Hampshire
$18M -$2.43M -48,135 -12%
AC
82
Avestar Capital
New York
$17.9M +$964K +19,125 +6%
JCM
83
Jacobi Capital Management
Pennsylvania
$17.8M +$1.21M +23,961 +7%
II
84
Inspire Investing
Idaho
$17.2M -$1.06M -20,985 -6%
LWL
85
Leo Wealth LLC
Texas
$16.4M +$934K +18,536 +6%
MCM
86
Morton Capital Management
California
$16.4M +$4.83M +95,772 +42%
SWP
87
Stratos Wealth Partners
Ohio
$16.2M +$1.42M +28,184 +10%
GWM
88
GSB Wealth Management
Connecticut
$16.2M +$1.68M +33,404 +12%
TA
89
Tectonic Advisors
Texas
$16.2M -$348K -6,912 -2%
SWM
90
Stapp Wealth Management
Washington
$16.1M -$204K -4,054 -1%
AFP
91
Ausdal Financial Partners
Iowa
$16.1M +$7.12M +141,257 +79%
CWM
92
Cabot Wealth Management
Massachusetts
$16M -$2.81M -55,666 -15%
TWD
93
True Wealth Design
Ohio
$15.4M +$195K +3,876 +1%
TCWM
94
Total Clarity Wealth Management
Illinois
$15.2M +$2.16M +42,892 +17%
UAS
95
United Asset Strategies
New York
$15.2M -$18.1M -359,955 -54%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$15.1M +$5.67M +112,600 +60%
MFG
97
Merit Financial Group
Georgia
$14.8M +$3.62M +71,788 +32%
CRA
98
Clear Rock Advisors
Texas
$14.7M -$3.25M -64,480 -18%
KWM
99
Kingsview Wealth Management
Oregon
$14.6M -$516K -10,248 -3%
FSA
100
Financial Security Advisor
Virginia
$14.5M +$1.56M +30,911 +12%