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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
126
Natixis Advisors
Massachusetts
$8.98M -$432K -8,584 -5%
CWA
127
Continuum Wealth Advisors
New York
$8.88M -$11.7M -232,172 -57%
HCM
128
Howard Capital Management
Georgia
$8.73M +$88.5M +1,757,663 +1,063%
CCG
129
Catalina Capital Group
California
$8.6M -$3.85M -76,483 -31%
KWM
130
Kingsview Wealth Management
Oregon
$8.6M -$6.03M -119,860 -41%
CSPAM
131
Cary Street Partners Asset Management
Virginia
$8.52M +$695K +13,806 +9%
ACA
132
Aptus Capital Advisors
Alabama
$8.51M +$1.9M +37,753 +29%
AIP
133
Almanack Investment Partners
Pennsylvania
$8.49M +$1.5M +29,788 +21%
GWANC
134
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.47M -$3.16M -62,721 -27%
CA
135
Calton & Associates
Florida
$8.41M +$5.52M +109,599 +190%
AAS
136
Avantax Advisory Services
Texas
$8.24M -$2.77M -54,959 -25%
BWM
137
BlackDiamond Wealth Management
New York
$7.99M -$4.71M -93,604 -37%
SFM
138
Signet Financial Management
New Jersey
$7.99M +$1.47M +29,275 +23%
FGA
139
Fortis Group Advisors
New Jersey
$7.9M +$48.2K +957 +0.6%
AWM
140
Activest Wealth Management
Florida
$7.73M +$35K +696 +0.5%
MIA
141
Milestone Investment Advisors
Wisconsin
$7.66M -$225K -4,469 -3%
PGWM
142
Parisi Gray Wealth Management
New Jersey
$7.65M -$11.3M -223,571 -59%
Cerity Partners
143
Cerity Partners
New York
$7.57M +$1.11M +22,040 +17%
RA
144
RFG Advisory
Alabama
$7.44M +$116K +2,312 +2%
Jane Street
145
Jane Street
New York
$7.42M +$6.58M +130,615 +764%
GWSA
146
Global Wealth Strategies & Associates
Colorado
$7.36M +$222K +4,411 +3%
MML Investors Services
147
MML Investors Services
Massachusetts
$7.25M -$6.86M -136,178 -49%
PAWA
148
Palo Alto Wealth Advisors
California
$7.24M +$700K +13,896 +11%
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.07M +$378K +7,503 +6%
MFG
150
Magnus Financial Group
New York
$7.05M -$6.94M -137,834 -50%