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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
$20.3M -$20.4M -406,036 -50%
SWM
77
Stonebridge Wealth Management
Illinois
$20M -$814K -16,156 -4%
ACA
78
Aptus Capital Advisors
Alabama
$19.9M +$5.44M +108,104 +38%
MWM
79
Modern Wealth Management
Kansas
$19.6M -$4.52M -89,749 -19%
CCP
80
Cassia Capital Partners
North Carolina
$19.3M -$802K -15,930 -4%
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$19M +$4.28M +85,076 +29%
SA
82
Sanctuary Advisors
Indiana
$18.9M +$2.76M +54,875 +17%
AZ
83
Alpha Zero
Florida
$18.8M +$2.7M +53,545 +17%
UAS
84
United Asset Strategies
New York
$18.7M +$8.63M +171,432 +86%
RFA
85
Reyes Financial Architecture
California
$17.7M -$15.5M -307,576 -47%
FCM
86
Fourpath Capital Management
Oklahoma
$17.3M -$15.5M -307,142 -47%
MPW
87
Melone Private Wealth
Michigan
$16.7M +$1.76M +34,986 +12%
LFS
88
Leibman Financial Services
Nebraska
$16.6M +$6.81M +135,228 +69%
EF
89
Envision Financial
Wisconsin
$16.6M +$5.8M +115,150 +54%
CIA
90
Concurrent Investment Advisors
Florida
$16.4M +$747K +14,828 +5%
SL
91
SFM LLC
New Hampshire
$16.3M +$3.83M +76,147 +31%
FSA
92
Financial Security Advisor
Virginia
$16.2M -$416K -8,270 -3%
GWM
93
GSB Wealth Management
Connecticut
$16.1M +$3.56M +70,781 +28%
LW
94
Lauer Wealth
Indiana
$15.8M +$232K +4,601 +1%
CCG
95
Catalina Capital Group
California
$15.7M +$2.48M +49,159 +19%
UIC
96
Uniplan Investment Counsel
Wisconsin
$15.1M -$15.9M -316,113 -51%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$15M -$7.34M -145,732 -33%
EFH
98
Eaton Financial Holdings
Florida
$14.9M -$3.83M -75,962 -20%
Mariner
99
Mariner
Kansas
$14.7M +$242K +4,803 +2%
IA
100
IFG Advisory
Georgia
$14.7M +$5.7M +113,267 +63%