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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MIG
101
McGuire Investment Group
Rhode Island
$11.4M +$944K +18,755 +9%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$11.3M +$4.16M +82,678 +58%
PCM
103
Price Capital Management
Louisiana
$11.3M +$8.81M +175,000 +350%
GWM
104
GSB Wealth Management
Connecticut
$10.8M +$2.92K +58 +0%
ARS
105
Adirondack Retirement Specialists
New York
$10.6M +$10.6M +211,483 New
FA
106
Fiduciary Alliance
South Carolina
$10.5M +$168K +3,331 +2%
LB
107
Leo Brokerage
Texas
$10.5M +$10.5M +209,484 New
FSA
108
Financial Services Advisory
Maryland
$9.92M +$106K +2,112 +1%
MC
109
Middleton & Co
Massachusetts
$9.88M +$835K +16,600 +9%
GWM
110
Geneos Wealth Management
Colorado
$9.85M +$3.18M +63,232 +48%
Mariner
111
Mariner
Kansas
$9.77M -$1.05M -20,819 -10%
FGA
112
Fortis Group Advisors
New Jersey
$9.67M +$9.67M +192,199 New
BWM
113
BlackDiamond Wealth Management
New York
$9.67M +$1.71M +34,019 +21%
BA
114
Bridge Advisory
California
$9.56M +$1.72M +34,260 +22%
SOS
115
Silver Oak Securities
Tennessee
$9.43M +$405K +8,039 +4%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$8.69M -$9.94M -197,570 -53%
BAM
117
Belpointe Asset Management
Nevada
$8.69M +$7.64M +151,791 +719%
EWA
118
Etesian Wealth Advisors
Oregon
$8.29M +$6.3M +125,201 +316%
LSAG
119
Lake Street Advisors Group
New Hampshire
$8.23M +$8.24M +163,738 New
AWA
120
AmeriServ Wealth Advisors
Pennsylvania
$8.21M -$11.8K -235 -0.1%
PEA
121
Park Edge Advisors
Ohio
$8.07M +$8.08M +160,499 New
Natixis Advisors
122
Natixis Advisors
Massachusetts
$8.03M +$3.12M +61,908 +63%
OMC
123
Old Mission Capital
Illinois
$7.83M +$7.83M +155,668 New
TI
124
Tidal Investments
Wisconsin
$7.55M +$748K +14,872 +11%
YWM
125
Yoder Wealth Management
California
$7.46M +$7.47M +148,448 New