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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
Tectonic Advisors
Texas
$15.4M +$5.72M +113,506 +59%
MIA
102
Milestone Investment Advisors
Wisconsin
$15M -$2.27M -44,975 -13%
TM
103
Titan Managers
Arizona
$14.8M +$1.41M +27,921 +10%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$14.8M +$1.94M +38,534 +15%
MIG
105
McGuire Investment Group
Rhode Island
$14.8M +$2.22M +43,978 +18%
CW
106
CreativeOne Wealth
Kansas
$14.8M +$14.2M +281,417 +2,312%
GWM
107
Geneos Wealth Management
Colorado
$14.7M +$956K +18,966 +7%
WWA
108
WCG Wealth Advisors
Nevada
$14M +$12.2M +241,402 +668%
SWM
109
Stapp Wealth Management
Washington
$13.9M +$2.52M +49,978 +22%
KV
110
Kickstand Ventures
New York
$13.5M +$13.5M +268,668 New
NA
111
Nottingham Advisors
New York
$13.3M +$282K +5,604 +2%
ARS
112
Adirondack Retirement Specialists
New York
$12.2M +$476K +9,452 +4%
KWM
113
Kingsview Wealth Management
Oregon
$12M +$1.8M +35,664 +18%
HIP
114
HUB Investment Partners
Texas
$11.9M +$6M +119,112 +102%
CA
115
Cetera Advisors
Colorado
$11.7M +$161K +3,203 +1%
VWM
116
Venturi Wealth Management
Texas
$11.7M -$141M -2,803,230 -92%
BA
117
Bridge Advisory
California
$11.4M -$60K -1,190 -0.5%
WA
118
Win Advisors
Florida
$11.2M +$11.3M +223,397 New
NA
119
NewEdge Advisors
Louisiana
$10.9M -$5.09M -100,901 -32%
PCA
120
Pallas Capital Advisors
Massachusetts
$10.9M +$10.9M +215,850 New
PA
121
Procyon Advisors
Connecticut
$10.7M -$2.25M -44,570 -17%
BWM
122
BlackDiamond Wealth Management
New York
$10.6M -$2.15M -42,721 -17%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$10.6M -$1.01M -20,042 -9%
MWAM
124
Manhattan West Asset Management
California
$10.4M +$7.36M +145,990 +246%
F4L
125
Fortune 45 LLC
Louisiana
$10.1M +$2.57M +50,972 +34%