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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RW
76
Regimen Wealth
Georgia
$21.2M +$62K +1,230 +0.3%
SI
77
Stonekeep Investments
New Mexico
$21.1M -$726K -14,413 -3%
CFC
78
Client First Capital
California
$20.9M +$20.4M +405,331 +4,053%
SWM
79
Stonebridge Wealth Management
Illinois
$20.9M +$20.9M +414,856 New
SG
80
Sharper & Granite
California
$20.9M +$2.37M +47,114 +13%
CCP
81
Cassia Capital Partners
North Carolina
$20.1M -$572K -11,346 -3%
Goldman Sachs
82
Goldman Sachs
New York
$19.8M +$19.9M +394,149 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$19.5M +$13.8M +273,236 +239%
FLFS
84
Family Legacy Financial Solutions
North Carolina
$19M +$19M +377,362 New
BIP
85
Blue Investment Partners
California
$18.8M +$4.97M +98,700 +36%
EFH
86
Eaton Financial Holdings
Florida
$18.7M +$4.08M +81,011 +28%
NG
87
Novem Group
New York
$18.1M +$8.35M +165,733 +85%
SC
88
Sykon Capital
New York
$17.2M -$12.1M -239,423 -41%
UPS
89
UHLMANN PRICE SECURITIES
Illinois
$17M -$2.58M -51,168 -13%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$16.7M +$3.2M +63,546 +24%
FSA
91
Financial Security Advisor
Virginia
$16.6M +$704K +13,968 +4%
MTC
92
Matrix Trust Company
Colorado
$16.4M -$14.4M -285,663 -47%
SOS
93
Silver Oak Securities
Tennessee
$16.4M +$2.26M +44,885 +16%
DC
94
Dorval Corp
Minnesota
$16.2M -$2.58M -51,203 -14%
SA
95
Sanctuary Advisors
Indiana
$16.2M +$4.46M +88,615 +38%
AZ
96
Alpha Zero
Florida
$16.1M +$2.04M +40,518 +15%
CSP
97
Cary Street Partners
Virginia
$15.9M -$1.4M -27,742 -8%
CIA
98
Concurrent Investment Advisors
Florida
$15.7M -$642K -12,736 -4%
LW
99
Lauer Wealth
Indiana
$15.6M -$863K -17,140 -5%
MPW
100
Melone Private Wealth
Michigan
$15M -$4.11M -81,626 -22%