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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
B
126
Bridgeworth
Alabama
$2.06M +$2.06M +40,935 New
UAS
127
United Asset Strategies
New York
$1.99M +$1.99M +39,584 New
OC
128
Oarsman Capital
Wisconsin
$1.95M +$108K +2,155 +6%
CHJWM
129
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.94M +$1.94M +38,553 New
AC
130
Apella Capital
Connecticut
$1.91M +$1.91M +37,980 New
SPC
131
Sigma Planning Corp
Michigan
$1.86M +$1.86M +37,026 New
VAS
132
Vestmark Advisory Solutions
Massachusetts
$1.8M +$386K +7,673 +27%
CA
133
Continuum Advisory
Idaho
$1.66M +$1.19M +23,610 +251%
PP
134
Patron Partners
Texas
$1.65M -$3.88K -77 -0.2%
HI
135
Harbour Investments
Wisconsin
$1.62M +$1.62M +32,168 New
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$1.6M +$1.56M +30,921 +3,332%
IWM
137
IHT Wealth Management
Illinois
$1.57M +$1.57M +31,229 New
SPIA
138
Steward Partners Investment Advisory
New York
$1.55M +$1.45M +28,806 +1,440%
EA
139
Eudaimonia Advisors
Tennessee
$1.53M -$307K -6,100 -17%
MSFS
140
Main Street Financial Solutions
Pennsylvania
$1.52M +$1.52M +30,246 New
BPA
141
Beacon Pointe Advisors
California
$1.51M
KWM
142
Kingsview Wealth Management
Oregon
$1.51M
IA
143
IFG Advisory
Georgia
$1.43M +$1.43M +28,450 New
LWAC
144
Laurel Wealth Advisors (California)
California
$1.37M -$110K -2,194 -7%
NA
145
NewEdge Advisors
Louisiana
$1.35M +$1.35M +26,907 New
AIP
146
Almanack Investment Partners
Pennsylvania
$1.25M +$1.25M +24,890 New
KWM
147
Keebeck Wealth Management
Illinois
$1.25M +$1.25M +24,830 New
HWM
148
Howard Wealth Management
Connecticut
$1.21M +$1.21M +24,000 New
CAL
149
Capital Advisors Ltd
Ohio
$1.2M +$1.03M +20,429 +588%
Bank of Nova Scotia
150
Bank of Nova Scotia
Ontario, Canada
$1.2M +$1.2M +23,862 New