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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stonekeep Investments
New Mexico
$20.4M -$1.64M -32,486 -7%
AZ
77
Alpha Zero
Florida
$20M +$1.22M +24,169 +6%
ACA
78
Aptus Capital Advisors
Alabama
$19.9M -$32.9K -654 -0.2%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$18.9M -$9.71M -192,973 -34%
WWA
80
WCG Wealth Advisors
Nevada
$18.8M +$12.4M +246,074 +192%
CCG
81
Catalina Capital Group
California
$18.8M +$3.06M +60,873 +19%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$18.6M -$6.01M -119,340 -24%
VAS
83
Vestmark Advisory Solutions
Massachusetts
$18.5M +$17.8M +354,338 +2,686%
MYIA
84
Mount Yale Investment Advisors
Colorado
$18.5M +$17.7M +351,592 +2,312%
CIA
85
Concurrent Investment Advisors
Florida
$18.2M +$1.75M +34,854 +11%
PCM
86
Permanent Capital Management
Illinois
$17.5M -$3.54M -70,378 -17%
BFG
87
Broussard Financial Group
Louisiana
$17.3M +$17.3M +343,170 New
EF
88
Envision Financial
Wisconsin
$17M +$389K +7,721 +2%
SG
89
Sharper & Granite
California
$16.9M -$3.66M -72,777 -18%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$16.7M +$1.63M +32,312 +11%
SA
91
Sanctuary Advisors
Indiana
$16.4M -$2.52M -50,012 -13%
FLFS
92
Family Legacy Financial Solutions
North Carolina
$16.4M -$5.04M -100,070 -24%
MML Investors Services
93
MML Investors Services
Massachusetts
$16.4M +$2.97M +59,023 +22%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$16.1M -$23M -457,913 -59%
BF
95
Bonfire Financial
Colorado
$16.1M +$1.4M +27,899 +10%
PCA
96
Pallas Capital Advisors
Massachusetts
$16M +$3.76M +74,697 +31%
RFA
97
Reyes Financial Architecture
California
$15.8M -$1.83M -36,454 -10%
FSA
98
Financial Security Advisor
Virginia
$15.8M -$363K -7,214 -2%
IA
99
IFG Advisory
Georgia
$15.8M +$1.05M +20,839 +7%
CSP
100
Cary Street Partners
Virginia
$15.8M +$2.56M +50,791 +19%