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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SF
126
Summit Financial
New Jersey
$13.3M +$9.52M +188,961 +254%
BWS
127
BFI Wealth Solutions
Texas
$13.2M +$6.76M +134,085 +105%
LW
128
Lauer Wealth
Indiana
$13.2M +$803K +15,944 +7%
AWM
129
Axxcess Wealth Management
California
$13.1M +$13.1M +260,635 New
IF
130
Intrua Financial
Texas
$13.1M -$235K -4,660 -2%
HIP
131
HUB Investment Partners
Texas
$12.7M +$4.09M +81,076 +47%
MWM
132
Mosley Wealth Management
California
$12.5M +$11.9M +235,540 +1,796%
SI
133
Stonekeep Investments
New Mexico
$12.3M -$4.45M -88,316 -27%
MAC
134
Mason & Associates (California)
California
$12M +$4.03M +79,895 +50%
HAG
135
HighPoint Advisor Group
Illinois
$12M -$59.5K -1,180 -0.5%
SWMG
136
Sanchez Wealth Management Group
Florida
$11.9M +$4.35M +86,255 +57%
CIA
137
Christian Investment Advisors
Texas
$11.9M +$286K +5,681 +2%
CA
138
Calton & Associates
Florida
$11.7M -$1.92M -38,138 -14%
CSP
139
Cary Street Partners
Virginia
$11.6M -$2.06M -40,963 -15%
CRWM
140
Castle Rock Wealth Management
California
$11.4M -$509K -10,091 -4%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$11.3M -$2.39M -47,526 -17%
ACC
142
Acorn Creek Capital
Colorado
$11.3M -$745K -14,788 -6%
VIP
143
Value Investment Professionals
New York
$11.2M +$11.2M +222,193 New
RFA
144
Reyes Financial Architecture
California
$10.9M -$4.54M -90,093 -29%
TA
145
Tectonic Advisors
Texas
$10.9M -$1.53M -30,274 -12%
CRFG
146
Columbia River Financial Group
Washington
$10.8M +$9.03M +179,275 +501%
MIA
147
Milestone Investment Advisors
Wisconsin
$10.5M +$50.6K +1,004 +0.5%
WWM
148
WT Wealth Management
Arizona
$10.5M -$656K -13,016 -6%
RWC
149
Rare Wolf Capital
Washington
$10.5M -$5.63M -111,762 -35%
CM
150
Capital Management
Virginia
$10.4M +$613K +12,164 +6%