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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Addison Advisors
Vermont
$3.29M +$504K +10,008 +18%
CW
127
CreativeOne Wealth
Kansas
$3.15M +$2.17M +43,079 +220%
Brown Advisory
128
Brown Advisory
Maryland
$3.14M -$6.14K -122 -0.2%
MWAM
129
Manhattan West Asset Management
California
$2.96M +$336K +6,669 +13%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$2.89M +$448K +8,907 +18%
BA
131
Bristlecone Advisors
Washington
$2.68M -$444K -8,832 -14%
HW
132
Hedeker Wealth
Illinois
$2.55M +$2.55M +50,747 New
CF
133
Centaurus Financial
California
$2.53M +$459K +9,132 +22%
CWA
134
Centennial Wealth Advisory
Michigan
$2.5M -$136K -2,701 -5%
FW
135
FirstPurpose Wealth
Utah
$2.35M +$85.8K +1,706 +4%
SPC
136
Sigma Planning Corp
Michigan
$2.34M +$480K +9,546 +26%
VBFG
137
Vishria Bird Financial Group
Tennessee
$2.33M +$2.33M +46,299 New
AW
138
ACG Wealth
Georgia
$2.28M +$302 +6 +0%
Millennium Management
139
Millennium Management
New York
$2.2M +$2.2M +43,754 New
FFC
140
Fure Financial Corporation
Minnesota
$2.19M +$23.4K +465 +1%
KWM
141
Kingsview Wealth Management
Oregon
$2.16M +$649K +12,900 +43%
MG
142
Mather Group
Illinois
$2.14M -$465K -9,235 -18%
TCA
143
Transcend Capital Advisors
New Jersey
$2.06M -$3.41M -67,773 -62%
MA
144
MBA Advisors
Pennsylvania
$2.04M +$2.04M +40,643 New
TCWM
145
Total Clarity Wealth Management
Illinois
$1.93M +$1.7M +33,852 +745%
AC
146
Apella Capital
Connecticut
$1.86M -$54.1K -1,075 -3%
AWM
147
Axxcess Wealth Management
California
$1.81M -$1.23M -24,379 -40%
FA
148
Fermata Advisors
California
$1.8M +$1.42M +28,199 +368%
EFS
149
Essex Financial Services
Connecticut
$1.79M +$1.79M +35,604 New
LWANC
150
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.72M +$578K +11,487 +51%