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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
Nottingham Advisors
New York
$12.8M -$552K -10,962 -3%
CA
102
Calton & Associates
Florida
$12.5M +$10.6M +209,511 +541%
SWP
103
Stratos Wealth Partners
Ohio
$12.5M +$6.71M +133,263 +116%
AAS
104
Avantax Advisory Services
Texas
$12.3M -$19.5M -386,318 -61%
CA
105
Cetera Advisors
Colorado
$12.2M +$427K +8,468 +4%
KWM
106
Kingsview Wealth Management
Oregon
$12.1M +$75K +1,490 +0.6%
JWCA
107
J.W. Cole Advisors
Florida
$11.9M -$4.82M -95,605 -29%
LW
108
Lauer Wealth
Indiana
$11.8M +$6.94M +137,852 +143%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$11.8M +$6.16M +122,387 +109%
SIA
110
SkyView Investment Advisors
New Jersey
$11.6M +$2.73M +54,290 +31%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$11.1M +$3.93M +78,098 +55%
SOS
112
Silver Oak Securities
Tennessee
$11M +$4.35M +86,287 +65%
MFG
113
Merit Financial Group
Georgia
$10.9M +$2.02M +40,064 +23%
CCG
114
Catalina Capital Group
California
$10.9M +$11M +217,531 New
AWM
115
Axxcess Wealth Management
California
$10.7M +$6.99M +138,709 +184%
SG
116
Sharper & Granite
California
$10.6M +$3.99M +79,175 +60%
MIA
117
Milestone Investment Advisors
Wisconsin
$10.4M -$4.55M -90,266 -30%
EH
118
Equitable Holdings
New York
$10.4M +$1.14M +22,545 +12%
KV
119
Kickstand Ventures
New York
$10.2M -$3.3M -65,560 -24%
QCM
120
Quantinno Capital Management
New York
$10.2M +$10.2M +202,718 New
WWM
121
WT Wealth Management
Arizona
$10.2M -$5.6M -111,155 -35%
ACC
122
Acorn Creek Capital
Colorado
$10.2M +$10.2M +202,135 New
PAWA
123
Palo Alto Wealth Advisors
California
$10.1M +$1.62M +32,250 +19%
FSA
124
Financial Security Advisor
Virginia
$10.1M +$9.39M +186,353 +1,257%
MCM
125
Morton Capital Management
California
$10M +$7M +138,971 +229%