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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VFM
126
Valley Financial Management
New York
$6.52M -$5.79M -115,040 -47%
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$6.21M -$483K -9,605 -7%
WP
128
Westmount Partners
California
$6.06M +$6.06M +120,482 New
AWAU
129
Alliance Wealth Advisors (Utah)
Utah
$5.95M +$5.96M +118,446 New
TNBTD
130
Trustmark National Bank Trust Department
Mississippi
$5.77M +$5.78M +114,830 New
TCA
131
Transcend Capital Advisors
New Jersey
$5.73M +$3.67M +73,001 +178%
Millennium Management
132
Millennium Management
New York
$5.69M +$3.49M +69,412 +159%
FA
133
FDx Advisors
Illinois
$5.45M +$401K +7,967 +8%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$5.39M +$2.5M +49,669 +86%
SPL
135
Smart Portfolios LLC
Washington
$5.36M +$5.37M +106,694 New
SFP
136
Sweet Financial Partners
Minnesota
$5.25M +$23.1K +459 +0.4%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$5.1M +$345K +6,848 +7%
SIA
138
SkyView Investment Advisors
New Jersey
$5.04M +$5.05M +100,352 New
FCAG
139
First Capital Advisors Group
New Jersey
$5.04M +$5.05M +100,352 New
CF
140
Centaurus Financial
California
$5.01M +$2.48M +49,245 +98%
MG
141
Mather Group
Illinois
$5M +$2.86M +56,824 +133%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$4.92M -$1.09M -21,722 -18%
BTWM
143
Baker Tilly Wealth Management
Wisconsin
$4.9M -$575K -11,433 -10%
KWM
144
Kingsview Wealth Management
Oregon
$4.88M +$2.72M +54,153 +126%
FFBTD
145
First Financial Bank - Trust Division
Ohio
$4.56M +$369K +7,337 +9%
PAG
146
Private Advisory Group
Washington
$4.54M +$3.18M +63,182 +232%
PAWA
147
Palo Alto Wealth Advisors
California
$4.54M +$4.54M +90,310 New
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.36M +$2.65M +52,635 +154%
FF
149
Friedenthal Financial
New Jersey
$4.31M +$4.31M +85,766 New
PAG
150
Private Advisor Group
New Jersey
$4.13M +$19.8M +392,668 +171%