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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Moulton Wealth Management
Washington
$14.5M -$5.02M -99,688 -26%
SF
102
Summit Financial
New Jersey
$14M +$11.7M +231,917 +508%
MCM
103
MAI Capital Management
Ohio
$13.9M +$13.9M +275,665 New
AHC
104
Anderson Hoagland & Co
Missouri
$13.7M +$1.92M +38,228 +16%
TCM
105
TD Capital Management
Tennessee
$13.7M -$878K -17,446 -6%
GWM
106
GSB Wealth Management
Connecticut
$13.5M -$902K -17,918 -6%
TA
107
Tectonic Advisors
Texas
$13.4M +$1.48M +29,404 +12%
NPI
108
New Perspectives Inc
Mississippi
$13.2M +$80.4K +1,598 +0.6%
ES
109
Eagle Strategies
New York
$13.1M +$986K +19,585 +8%
SA
110
Sanctuary Advisors
Indiana
$13M +$1.01M +20,055 +8%
KWM
111
Keebeck Wealth Management
Illinois
$12.9M +$7.7M +153,018 +149%
BF
112
Bonfire Financial
Colorado
$12.9M +$12.9M +255,447 New
LFS
113
Leibman Financial Services
Nebraska
$12.6M +$2.93M +58,160 +30%
SOS
114
Silver Oak Securities
Tennessee
$12.5M +$205K +4,081 +2%
BIP
115
Blue Investment Partners
California
$12.5M +$1.35M +26,793 +12%
MFG
116
Merit Financial Group
Georgia
$12.5M +$1.75M +34,756 +16%
TCWM
117
Total Clarity Wealth Management
Illinois
$12.3M -$1.18M -23,508 -9%
Millennium Management
118
Millennium Management
New York
$12.1M +$614K +12,191 +5%
SG
119
Sharper & Granite
California
$12.1M +$57.4K +1,140 +0.5%
HC
120
Headland Capital
South Carolina
$11.9M +$11.9M +237,249 New
EH
121
Equitable Holdings
New York
$11.5M +$207K +4,111 +2%
SL
122
SFM LLC
New Hampshire
$10.9M -$1.1M -21,795 -9%
FHA
123
Flagship Harbor Advisors
Massachusetts
$10.7M -$1.82M -36,138 -15%
ACC
124
Acorn Creek Capital
Colorado
$10.5M +$82.2K +1,632 +0.8%
HCM
125
Howard Capital Management
Georgia
$10.1M +$1.39M +27,535 +1%