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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFC
76
Client First Capital
California
$23.6M +$867K +17,215 +4%
SWM
77
Stonebridge Wealth Management
Illinois
$23.3M +$715K +14,196 +3%
MWM
78
Moulton Wealth Management
Washington
$22.9M +$22.9M +455,153 New
Kayne Anderson Rudnick Investment Management
79
Kayne Anderson Rudnick Investment Management
California
$22.4M +$3.8M +75,395 +20%
UPS
80
UHLMANN PRICE SECURITIES
Illinois
$22.2M -$1.35M -26,885 -6%
SA
81
Sanctuary Advisors
Indiana
$21.9M +$5.5M +109,089 +33%
MPW
82
Melone Private Wealth
Michigan
$21.4M -$173K -3,428 -0.8%
WB
83
Webster Bank
Connecticut
$21.1M -$568K -11,266 -3%
NPI
84
New Perspectives Inc
Mississippi
$21M -$11K -219 -0.1%
TFG
85
Team Financial Group
California
$20M -$2.88M -57,131 -13%
ACA
86
Aptus Capital Advisors
Alabama
$19.8M -$57.5K -1,141 -0.3%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$19.7M +$5M +99,310 +34%
CIA
88
Concurrent Investment Advisors
Florida
$19.6M +$1.37M +27,211 +8%
MFG
89
Merit Financial Group
Georgia
$19.2M +$5.67M +112,552 +42%
BF
90
Bonfire Financial
Colorado
$18.9M +$2.81M +55,688 +17%
BFG
91
Broussard Financial Group
Louisiana
$18.8M +$1.5M +29,783 +9%
EWA
92
Etesian Wealth Advisors
Oregon
$18.2M -$3.09M -61,228 -14%
CCG
93
Catalina Capital Group
California
$18.1M -$741K -14,697 -4%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$18M +$1.35M +26,696 +8%
LWL
95
Leo Wealth LLC
Texas
$17.5M -$5.59M -110,975 -24%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$17.4M +$1.29M +25,632 +8%
SI
97
Stonekeep Investments
New Mexico
$16.8M -$3.7M -73,424 -18%
EFH
98
Eaton Financial Holdings
Florida
$16.3M +$5.49M +108,974 +51%
HW
99
Hamilton Wealth
California
$16.2M +$11.7M +232,094 +259%
RWC
100
Rare Wolf Capital
Washington
$16.1M +$954K +18,933 +6%