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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
101
Howard Capital Management
Georgia
$16.8M +$1.23M +24,331 +1%
AW
102
Ankerstar Wealth
Texas
$16.8M +$7.95M +157,766 +90%
MPW
103
Melone Private Wealth
Michigan
$16.7M -$4.72M -93,643 -22%
CFG
104
Citizens Financial Group
Rhode Island
$16.6M +$15M +297,909 +934%
PGWM
105
Parisi Gray Wealth Management
New Jersey
$16.6M +$3.31M +65,702 +25%
SL
106
SFM LLC
New Hampshire
$16.2M +$6.85M +136,027 +74%
EWA
107
Etesian Wealth Advisors
Oregon
$16.1M -$2.1M -41,724 -12%
EFH
108
Eaton Financial Holdings
Florida
$16M -$261K -5,180 -2%
EF
109
Envision Financial
Wisconsin
$16M +$1.6M +31,710 +11%
NF
110
Napier Financial
Massachusetts
$15.7M +$782K +15,519 +5%
HC
111
Headland Capital
South Carolina
$15.5M +$1.04M +20,619 +7%
MW
112
Mueller Wealth
Wisconsin
$15.5M +$1.14M +22,692 +8%
KWM
113
Keebeck Wealth Management
Illinois
$15.3M +$4.65M +92,231 +44%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$15.3M -$547K -10,849 -3%
MWM
115
Modern Wealth Management
Kansas
$15.3M +$84.4K +1,674 +0.6%
RW
116
Regimen Wealth
Georgia
$15.1M +$315K +6,255 +2%
FSA
117
Financial Security Advisor
Virginia
$14.9M -$448K -8,899 -3%
AFWM
118
Arta Finance Wealth Management
California
$14.7M -$1.03M -20,505 -7%
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.1M +$267K +5,305 +2%
PCM
120
Permanent Capital Management
Illinois
$14M +$198K +3,925 +1%
PA
121
Procyon Advisors
Connecticut
$14M +$772K +15,328 +6%
GWM
122
GSB Wealth Management
Connecticut
$13.7M +$95.8K +1,902 +0.7%
CCP
123
Cassia Capital Partners
North Carolina
$13.6M +$221K +4,382 +2%
MWM
124
Moulton Wealth Management
Washington
$13.5M -$9.43M -187,120 -41%
MCM
125
MAI Capital Management
Ohio
$13.5M -$1.29M -25,517 -9%