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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$15.8M -$22.6M -448,053 -59%
MML Investors Services
102
MML Investors Services
Massachusetts
$15.7M -$638K -12,660 -4%
AFWM
103
Arta Finance Wealth Management
California
$15.7M +$2.32M +45,975 +17%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$15.7M -$3.17M -62,822 -17%
HCM
105
Howard Capital Management
Georgia
$15.6M +$2.17M +42,993 +2%
FFG
106
Fortune Financial Group
Florida
$15.5M +$7.63M +151,334 +97%
RFA
107
Reyes Financial Architecture
California
$15.5M -$362K -7,188 -2%
FSA
108
Financial Security Advisor
Virginia
$15.3M -$499K -9,912 -3%
GWM
109
Goldenstone Wealth Management
California
$15.2M +$696K +13,815 +5%
MWM
110
Modern Wealth Management
Kansas
$15.2M -$205K -4,071 -1%
BWM
111
BlackDiamond Wealth Management
New York
$15M +$7.53M +149,500 +101%
NF
112
Napier Financial
Massachusetts
$14.9M +$1.03M +20,444 +7%
SG
113
Sharper & Granite
California
$14.8M -$2.04M -40,536 -12%
RW
114
Regimen Wealth
Georgia
$14.8M -$6.77M -134,448 -31%
MCM
115
MAI Capital Management
Ohio
$14.7M +$600K +11,909 +4%
HC
116
Headland Capital
South Carolina
$14.5M +$399K +7,918 +3%
EF
117
Envision Financial
Wisconsin
$14.4M -$2.62M -52,094 -15%
MW
118
Mueller Wealth
Wisconsin
$14.3M +$857K +17,002 +6%
PCA
119
Pallas Capital Advisors
Massachusetts
$14M -$2.03M -40,304 -13%
GWANC
120
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.9M -$8.09M -160,649 -37%
PCM
121
Permanent Capital Management
Illinois
$13.8M -$3.69M -73,278 -21%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$13.7M +$8.03M +159,290 +141%
CSP
123
Cary Street Partners
Virginia
$13.7M -$2.11M -41,955 -13%
GWM
124
GSB Wealth Management
Connecticut
$13.6M -$97K -1,925 -0.7%
CA
125
Calton & Associates
Florida
$13.6M -$1.32M -26,104 -9%