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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$10.3M -$1.37M -27,165 -12%
IA
127
IFG Advisory
Georgia
$9.87M -$60.1K -1,192 -0.6%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$9.85M +$221K +4,377 +2%
CIA
129
Concurrent Investment Advisors
Florida
$9.59M +$262K +5,206 +3%
CI
130
Cambiar Investors
Colorado
$9.56M
SOS
131
Silver Oak Securities
Tennessee
$9.53M -$1.12M -22,275 -11%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$9.43M +$102K +2,016 +1%
HP
133
Holistic Planning
Texas
$9.37M
BIP
134
Blue Investment Partners
California
$8.89M +$4.53M +89,830 +103%
HIP
135
HUB Investment Partners
Texas
$8.85M -$567K -11,243 -6%
FWM
136
Fortress Wealth Management
California
$8.82M -$207K -4,115 -2%
LFS
137
Leibman Financial Services
Nebraska
$8.7M -$398K -7,903 -4%
CM
138
Capital Management
Virginia
$8.62M -$63.1K -1,252 -0.7%
AGA
139
Arkos Global Advisors
Texas
$8.61M -$509K -10,094 -6%
Millennium Management
140
Millennium Management
New York
$8.34M -$17.4M -345,232 -68%
HCM
141
Howard Capital Management
Georgia
$8.32M -$302K -6,002 -4%
MPW
142
Melone Private Wealth
Michigan
$8.09M +$1.22M +24,139 +18%
MIA
143
Milestone Investment Advisors
Wisconsin
$7.9M -$1.18M -23,419 -13%
FGA
144
Fortis Group Advisors
New Jersey
$7.87M +$94.2K +1,869 +1%
CSPAM
145
Cary Street Partners Asset Management
Virginia
$7.84M +$2.38M +47,146 +43%
WWM
146
WT Wealth Management
Arizona
$7.74M -$3.02M -59,944 -28%
AWM
147
Activest Wealth Management
Florida
$7.7M +$3.62M +71,884 +88%
KWM
148
Keebeck Wealth Management
Illinois
$7.68M +$885K +17,565 +13%
BFG
149
Beacon Financial Group
Texas
$7.65M -$1.14M -22,686 -13%
RA
150
RFG Advisory
Alabama
$7.34M +$207K +4,109 +3%