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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
126
Parisi Gray Wealth Management
New Jersey
$10.9M +$1.92M +38,002 +21%
SWP
127
Stratos Wealth Partners
Ohio
$10.9M -$3.82M -75,744 -26%
HIP
128
HUB Investment Partners
Texas
$10.9M +$2.97M +58,845 +37%
LI
129
LifeWealth Investments
Florida
$10.8M +$4.43M +87,919 +70%
AIP
130
Almanack Investment Partners
Pennsylvania
$10.3M +$900K +17,865 +10%
CM
131
Capital Management
Virginia
$10.2M +$620K +12,305 +6%
AG
132
AlTi Global
New York
$10.2M +$3.44M +68,208 +51%
FHA
133
Flagship Harbor Advisors
Massachusetts
$10.2M -$473K -9,387 -4%
EH
134
Equitable Holdings
New York
$10M -$1.5M -29,723 -13%
MML Investors Services
135
MML Investors Services
Massachusetts
$9.97M +$1.54M +30,630 +18%
IWC
136
Integrated Wealth Concepts
Massachusetts
$9.92M +$1.17M +23,120 +13%
SWMG
137
Sanchez Wealth Management Group
Florida
$9.92M +$359K +7,126 +4%
WWM
138
Western Wealth Management
Colorado
$9.85M +$5.51M +109,331 +127%
NG
139
Novem Group
New York
$9.77M +$906K +17,984 +10%
CRWM
140
Castle Rock Wealth Management
California
$9.73M +$3.31M +65,707 +51%
SL
141
SFM LLC
New Hampshire
$9.73M -$1.13M -22,397 -10%
HCM
142
Howard Capital Management
Georgia
$9.64M -$489K -9,696 -0.5%
ACG
143
Allen Capital Group
Nebraska
$9.58M +$3.24M +64,289 +51%
MFG
144
Merit Financial Group
Georgia
$9.42M -$3.1M -61,517 -25%
AWM
145
Axxcess Wealth Management
California
$9.39M -$597K -11,840 -6%
FIS
146
Fischer Investment Strategies
California
$9.35M +$1.63M +32,410 +21%
PA
147
Procyon Advisors
Connecticut
$8.88M +$7.62M +151,103 +595%
CI
148
Cambiar Investors
Colorado
$8.82M +$265K +5,249 +3%
Cerity Partners
149
Cerity Partners
New York
$8.81M +$415K +8,234 +5%
NA
150
NewEdge Advisors
Louisiana
$8.64M +$4.87M +96,600 +129%