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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Axxcess Wealth Management
California
$9.98M -$1.15M -22,834 -10%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$9.82M -$446K -8,859 -4%
AWS
128
Atria Wealth Solutions
New York
$9.67M -$992K -19,715 -9%
CM
129
Capital Management
Virginia
$9.59M +$45.4K +902 +0.5%
SWMG
130
Sanchez Wealth Management Group
Florida
$9.56M -$1.71M -33,990 -15%
PCA
131
Pallas Capital Advisors
Massachusetts
$9.39M +$3.38M +67,160 +56%
AIP
132
Almanack Investment Partners
Pennsylvania
$9.35M +$848K +16,840 +10%
GWM
133
Geneos Wealth Management
Colorado
$9.35M -$3.67M -72,897 -28%
Jane Street
134
Jane Street
New York
$9.19M +$1.76M +34,984 +24%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$9.19M +$2.57M +50,972 +39%
RA
136
RFG Advisory
Alabama
$9.1M +$1.65M +32,682 +22%
PGWM
137
Parisi Gray Wealth Management
New Jersey
$9.03M +$1.37M +27,124 +18%
HW
138
Hamilton Wealth
California
$9.02M +$9.03M +179,333 New
NG
139
Novem Group
New York
$8.86M +$8.87M +176,126 New
IWC
140
Integrated Wealth Concepts
Massachusetts
$8.76M -$3.9M -77,550 -31%
SFM
141
Signet Financial Management
New Jersey
$8.65M +$653K +12,972 +8%
CCG
142
Catalina Capital Group
California
$8.65M +$26.2K +521 +0.3%
KWM
143
Kingsview Wealth Management
Oregon
$8.58M -$33.7K -670 -0.4%
CI
144
Cambiar Investors
Colorado
$8.55M -$1.01M -20,000 -11%
MML Investors Services
145
MML Investors Services
Massachusetts
$8.43M +$1.16M +22,976 +16%
Cerity Partners
146
Cerity Partners
New York
$8.39M +$803K +15,945 +11%
EWM
147
Elmwood Wealth Management
California
$8.22M +$4.68M +92,881 +132%
PAWA
148
Palo Alto Wealth Advisors
California
$8M +$768K +15,249 +11%
HIP
149
HUB Investment Partners
Texas
$7.95M -$1.1M -21,847 -12%
MWML
150
M Wealth Management LLC
California
$7.91M +$7.91M +157,172 New