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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Moulton Wealth Management
Washington
$10.3M +$10.3M +205,636 New
BA
102
Bristlecone Advisors
Washington
$10.3M +$7.58M +150,675 +283%
SWM
103
Stapp Wealth Management
Washington
$10.2M +$6.78M +134,848 +197%
IWM
104
IHT Wealth Management
Illinois
$10.2M +$4.58M +90,968 +81%
TCM
105
TD Capital Management
Tennessee
$9.99M +$8.84M +175,722 +762%
FSA
106
Financial Services Advisory
Maryland
$9.82M +$12K +239 +0.1%
MMA
107
Miracle Mile Advisors
California
$9.74M +$9.74M +193,657 New
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$9.33M +$1.96M +38,863 +26%
WAG
109
Wallace Advisory Group
California
$9.32M +$9.32M +185,327 New
MC
110
Middleton & Co
Massachusetts
$9.05M +$853K +16,960 +10%
SOS
111
Silver Oak Securities
Tennessee
$9.02M +$2.31M +45,888 +34%
KFGK
112
Keystone Financial Group (Kentucky)
Kentucky
$8.62M +$1.83M +36,371 +27%
OIA
113
OneDigital Investment Advisors
Kansas
$8.25M +$8.25M +164,057 New
AWA
114
AmeriServ Wealth Advisors
Pennsylvania
$8.22M +$305K +6,061 +4%
BWM
115
BlackDiamond Wealth Management
New York
$7.97M -$891K -17,711 -10%
BA
116
Bridge Advisory
California
$7.83M +$7.84M +155,819 New
TJHA
117
Thomas J. Herzfeld Advisors
Florida
$7.75M -$26.2M -520,252 -77%
EI
118
Ellevest Inc
New York
$7.5M
CA
119
Cetera Advisors
Colorado
$7.45M +$3.51M +69,784 +89%
AAS
120
Ameritas Advisory Services
Nebraska
$7.29M +$7.3M +145,039 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$7.16M -$548K -10,899 -7%
CWM
122
Cabot Wealth Management
Massachusetts
$6.89M -$534K -10,611 -7%
TI
123
Tidal Investments
Wisconsin
$6.8M -$112K -2,221 -2%
GWM
124
Geneos Wealth Management
Colorado
$6.67M +$4.98M +99,014 +294%
F4L
125
Fortune 45 LLC
Louisiana
$6.54M +$56.6K +1,126 +0.9%