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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BlackDiamond Wealth Management
New York
$14.9M +$7.07M +140,302 +90%
GWANC
102
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.8M -$6.41M -127,171 -30%
Mariner
103
Mariner
Kansas
$14.5M -$11.1M -221,103 -43%
ACA
104
Aptus Capital Advisors
Alabama
$14.5M -$946K -18,783 -6%
HCM
105
Howard Capital Management
Georgia
$14.4M +$4.79M +95,172 +5%
SWMG
106
Sanchez Wealth Management Group
Florida
$14.4M +$4.5M +89,249 +45%
TA
107
Tectonic Advisors
Texas
$14.2M +$1.77M +35,142 +14%
CIA
108
Christian Investment Advisors
Texas
$13.9M +$6.51M +129,169 +88%
BF
109
Bonfire Financial
Colorado
$13.8M +$647K +12,841 +5%
CA
110
Calton & Associates
Florida
$13.7M -$93.8K -1,863 -0.7%
ES
111
Eagle Strategies
New York
$13.5M +$284K +5,644 +2%
CCG
112
Catalina Capital Group
California
$13.3M +$57.8K +1,147 +0.4%
HC
113
Headland Capital
South Carolina
$13.3M +$398K +7,901 +3%
ACC
114
Acorn Creek Capital
Colorado
$13.3M +$2.2M +43,620 +20%
HP
115
Haven Private
Florida
$13.2M +$9.18M +182,158 +228%
SF
116
Summit Financial
New Jersey
$13.1M -$869K -17,243 -6%
AHC
117
Anderson Hoagland & Co
Missouri
$13M -$659K -13,079 -5%
MCM
118
MAI Capital Management
Ohio
$12.9M +$277K +5,490 +2%
EWA
119
Etesian Wealth Advisors
Oregon
$12.8M +$7.24M +143,628 +130%
AWM
120
Axxcess Wealth Management
California
$12.7M +$3.34M +66,333 +36%
GWM
121
GSB Wealth Management
Connecticut
$12.5M +$117K +2,324 +0.9%
SL
122
SFM LLC
New Hampshire
$12.5M +$2.79M +55,385 +29%
AF
123
Apexium Financial
Texas
$12.3M -$2.79M -55,454 -18%
GCWM
124
Guided Capital Wealth Management
Texas
$12M -$1.76M -34,988 -13%
PCA
125
Pallas Capital Advisors
Massachusetts
$11.7M +$570K +11,312 +5%