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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AHC
126
Anderson Hoagland & Co
Missouri
$10.6M -$2.37M -47,033 -18%
Fiera Capital (Canada)
127
Fiera Capital (Canada)
Quebec, Canada
$10.5M +$9.52M +189,053 +1,004%
MWM
128
Moulton Wealth Management
Washington
$10.4M -$747K -14,826 -7%
SWP
129
Stratos Wealth Partners
Ohio
$10.3M -$427K -8,474 -4%
ACC
130
Acorn Creek Capital
Colorado
$10.2M -$3.02M -59,926 -23%
PGWM
131
Parisi Gray Wealth Management
New Jersey
$10.1M -$7.15K -142 -0.1%
IF
132
Intrua Financial
Texas
$10M +$10.1M +199,686 New
WWM
133
WT Wealth Management
Arizona
$10M +$5.16M +102,391 +106%
TCM
134
TD Capital Management
Tennessee
$9.86M -$1.24M -24,674 -11%
ACG
135
Allen Capital Group
Nebraska
$9.86M +$2.01M +39,949 +26%
MIA
136
Milestone Investment Advisors
Wisconsin
$9.81M +$358K +7,105 +4%
HIP
137
HUB Investment Partners
Texas
$9.71M -$1.26M -25,067 -11%
BWM
138
BlackDiamond Wealth Management
New York
$9.67M -$5.22M -103,621 -35%
CRWM
139
Castle Rock Wealth Management
California
$9.59M -$239K -4,748 -2%
PA
140
Procyon Advisors
Connecticut
$9.44M -$1.48M -29,321 -14%
NL
141
NVWM LLC
Pennsylvania
$9.4M +$1.64M +32,603 +21%
CWM
142
Cabot Wealth Management
Massachusetts
$9.3M -$1.98M -39,320 -18%
WG
143
Warner Group
Connecticut
$8.73M +$8.75M +173,747 New
MAC
144
Mason & Associates (California)
California
$8.66M +$36.9K +732 +0.4%
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
$8.59M +$453K +8,998 +6%
NA
146
NewEdge Advisors
Louisiana
$8.52M -$1.83M -36,326 -18%
AG
147
AlTi Global
New York
$8.48M -$690K -13,698 -8%
IWP
148
Invenio Wealth Partners
Florida
$8.26M +$1.19M +23,697 +17%
TCWM
149
Total Clarity Wealth Management
Illinois
$7.73M -$825K -16,385 -10%
LWANC
150
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.65M +$181K +3,588 +2%