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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Cabot Wealth Management
Massachusetts
$11.3M -$190K -3,768 -2%
MFG
127
Merit Financial Group
Georgia
$11.3M +$1.84M +36,624 +20%
MML Investors Services
128
MML Investors Services
Massachusetts
$11.2M +$1.22M +24,221 +12%
MWM
129
Moulton Wealth Management
Washington
$11.2M -$6.22M -123,424 -36%
TCM
130
TD Capital Management
Tennessee
$11.1M -$1.27M -25,137 -10%
HIP
131
HUB Investment Partners
Texas
$11M +$70.6K +1,401 +0.6%
PA
132
Procyon Advisors
Connecticut
$10.9M +$2.04M +40,580 +23%
EH
133
Equitable Holdings
New York
$10.8M +$781K +15,503 +8%
EF
134
Envision Financial
Wisconsin
$10.8M +$2.59M +51,411 +32%
SWP
135
Stratos Wealth Partners
Ohio
$10.7M -$194K -3,859 -2%
AWS
136
Atria Wealth Solutions
New York
$10.6M -$8.57M -170,167 -45%
IWC
137
Integrated Wealth Concepts
Massachusetts
$10.4M +$455K +9,042 +5%
NA
138
NewEdge Advisors
Louisiana
$10.4M +$1.71M +34,016 +20%
CAM
139
Cresset Asset Management
Illinois
$10.3M +$7.89M +156,695 +323%
PGWM
140
Parisi Gray Wealth Management
New Jersey
$10.1M -$858K -17,035 -8%
UAS
141
United Asset Strategies
New York
$10.1M -$7.26M -144,081 -42%
FFO
142
Fortitude Family Office
Arizona
$10M -$13.6M -270,090 -57%
TRCT
143
Tower Research Capital (TRC)
New York
$10M +$10M +199,218 New
CRWM
144
Castle Rock Wealth Management
California
$9.86M +$111K +2,194 +1%
LFS
145
Leibman Financial Services
Nebraska
$9.86M -$4.8M -95,223 -33%
CI
146
Cambiar Investors
Colorado
$9.78M +$963K +19,108 +11%
CM
147
Capital Management
Virginia
$9.67M -$537K -10,660 -5%
Cerity Partners
148
Cerity Partners
New York
$9.63M +$824K +16,363 +9%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$9.5M +$9.51M +188,787 New
MIA
150
Milestone Investment Advisors
Wisconsin
$9.46M +$1.68M +33,354 +22%