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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GVCM
76
Global View Capital Management
Wisconsin
$21.2M +$21.2M +421,330 New
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$21M +$12.5M +249,001 +148%
AFP
78
Ausdal Financial Partners
Iowa
$21M +$2.2M +43,647 +12%
RW
79
Regimen Wealth
Georgia
$20.7M +$1.51M +29,963 +8%
UAS
80
United Asset Strategies
New York
$20.6M -$10.5M -208,581 -34%
Kayne Anderson Rudnick Investment Management
81
Kayne Anderson Rudnick Investment Management
California
$20.1M -$2.74M -54,423 -12%
UPS
82
UHLMANN PRICE SECURITIES
Illinois
$19.7M +$2.56M +50,937 +15%
LW
83
Lauer Wealth
Indiana
$18.8M -$7.85M -155,972 -29%
DC
84
Dorval Corp
Minnesota
$18.2M +$1.12M +22,336 +7%
BWM
85
BlackDiamond Wealth Management
New York
$18.2M +$10.2M +203,434 +128%
JCM
86
Jacobi Capital Management
Pennsylvania
$18M +$17.7K +352 +0.1%
II
87
Inspire Investing
Idaho
$17.9M +$590K +11,717 +3%
UIC
88
Uniplan Investment Counsel
Wisconsin
$17.5M -$8.69M -172,545 -33%
SWM
89
Stapp Wealth Management
Washington
$17.5M +$776K +15,421 +5%
LWL
90
Leo Wealth LLC
Texas
$16.5M -$1.88M -37,443 -10%
AWM
91
AE Wealth Management
Kansas
$16.4M -$2.17M -43,051 -12%
CIA
92
Concurrent Investment Advisors
Florida
$16.4M +$2.4M +47,599 +17%
CSP
93
Cary Street Partners
Virginia
$15.9M +$15.9M +315,791 New
CWM
94
Cabot Wealth Management
Massachusetts
$15.6M +$199K +3,945 +1%
FNC
95
First National Corp
Massachusetts
$15.5M -$1.07M -21,347 -6%
ACA
96
Aptus Capital Advisors
Alabama
$15.3M +$6.78M +134,624 +79%
MAC
97
Mason & Associates (California)
California
$14.9M +$5.33M +105,926 +56%
Mariner
98
Mariner
Kansas
$14.8M -$7.87M -156,293 -35%
FSA
99
Financial Security Advisor
Virginia
$14.8M -$213K -4,237 -1%
SWP
100
Stratos Wealth Partners
Ohio
$14.7M -$2.65M -52,578 -15%