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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
126
Prevail Innovative Wealth Advisors
Kansas
$9.92M +$457K +9,066 +5%
MWAM
127
Manhattan West Asset Management
California
$9.91M -$411K -8,162 -4%
IA
128
IFG Advisory
Georgia
$9.74M +$2.74M +54,378 +39%
HCM
129
Howard Capital Management
Georgia
$9.74M +$1.32M +26,191 +16%
EFH
130
Eaton Financial Holdings
Florida
$9.48M +$1.93M +38,391 +26%
CF
131
Centaurus Financial
California
$9.28M +$1.21M +24,076 +15%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$9.22M -$1.35M -26,787 -13%
HIP
133
HUB Investment Partners
Texas
$9.16M -$2.68M -53,204 -23%
BFG
134
Beacon Financial Group
Texas
$9.11M +$9.13M +181,308 New
CIA
135
Concurrent Investment Advisors
Florida
$9.1M +$9.13M +181,204 New
PCA
136
Pallas Capital Advisors
Massachusetts
$8.98M -$1.87M -37,036 -17%
FGA
137
Fortis Group Advisors
New Jersey
$8.9M
LMKC
138
L.M. Kohn & Company
Ohio
$8.86M +$3.13M +62,144 +54%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$8.68M +$706K +14,022 +9%
CFP
140
Curran Financial Partners
South Carolina
$8.59M +$8.58M +170,421 New
YWM
141
Yoder Wealth Management
California
$8.44M +$232K +4,615 +3%
AGA
142
Arkos Global Advisors
Texas
$8.38M +$911K +18,096 +12%
HP
143
Holistic Planning
Texas
$8.3M +$8.32M +165,181 New
NA
144
NewEdge Advisors
Louisiana
$8.19M -$2.71M -53,832 -25%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$8.16M -$29.4M -583,050 -78%
FWM
146
Fortress Wealth Management
California
$8.03M +$8.05M +159,914 New
HPC
147
Hobart Private Capital
North Carolina
$7.96M +$1.67M +33,114 +26%
CM
148
Capital Management
Virginia
$7.77M +$2.31M +45,811 +42%
BS
149
Banco Santander
Spain
$7.68M -$39.9M -792,248 -84%
MML Investors Services
150
MML Investors Services
Massachusetts
$7.63M -$26.2K -520 -0.3%