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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$14.4M +$8.3M +164,692 +136%
MML Investors Services
102
MML Investors Services
Massachusetts
$14.1M +$1.95M +38,754 +16%
MFG
103
Magnus Financial Group
New York
$14M -$3.6M -71,365 -20%
AWS
104
Atria Wealth Solutions
New York
$14M +$1.41M +27,899 +11%
Mariner
105
Mariner
Kansas
$13.9M -$1.35M -26,767 -9%
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$13.4M +$2.72M +53,879 +25%
AHC
107
Anderson Hoagland & Co
Missouri
$13.3M -$1.11M -22,087 -8%
GWM
108
Geneos Wealth Management
Colorado
$13M +$335K +6,646 +3%
BWM
109
BlackDiamond Wealth Management
New York
$12.7M -$879K -17,445 -6%
CFP
110
Curran Financial Partners
South Carolina
$12.6M +$1.73M +34,399 +16%
CCG
111
Catalina Capital Group
California
$12.5M +$1.09M +21,694 +10%
TM
112
Titan Managers
Arizona
$12.4M -$1.39M -27,512 -10%
EH
113
Equitable Holdings
New York
$12.1M -$34.5K -685 -0.3%
ACC
114
Acorn Creek Capital
Colorado
$11.9M +$2.33M +46,146 +24%
GWANC
115
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.6M +$6.92M +137,359 +146%
CF
116
Centaurus Financial
California
$11.3M +$1.03M +20,518 +10%
ES
117
Eagle Strategies
New York
$11.2M +$11.3M +223,398 New
FHA
118
Flagship Harbor Advisors
Massachusetts
$11.1M +$1.96M +38,847 +21%
AAS
119
Avantax Advisory Services
Texas
$11M -$102K -2,019 -0.9%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$10.9M -$1.92M -38,097 -15%
WANY
121
Wealthspire Advisors (New York)
New York
$10.9M +$10.1M +199,538 +1,193%
AWM
122
Axxcess Wealth Management
California
$10.9M -$916K -18,175 -8%
ACM
123
Andina Capital Management
Utah
$10.7M +$2.62M +52,052 +32%
SG
124
Sharper & Granite
California
$10.6M -$1.82M -36,043 -15%
CIAS
125
Capital Investment Advisory Services
North Carolina
$10.6M +$7.51M +148,934 +243%