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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
126
Castle Rock Wealth Management
California
$12.5M +$2.88M +57,279 +30%
HP
127
Haven Private
Florida
$12.4M +$784K +15,582 +7%
UIC
128
Uniplan Investment Counsel
Wisconsin
$12.4M -$2.73M -54,155 -18%
Mariner
129
Mariner
Kansas
$12.3M -$2.48M -49,210 -17%
ACC
130
Acorn Creek Capital
Colorado
$12.1M +$1.87M +37,086 +18%
HAG
131
HighPoint Advisor Group
Illinois
$12.1M +$12.1M +240,031 New
SWP
132
Stratos Wealth Partners
Ohio
$12M +$1.73M +34,460 +17%
BWS
133
BFI Wealth Solutions
Texas
$11.4M +$11.4M +226,376 New
TA
134
Tectonic Advisors
Texas
$11.2M -$1.56M -31,094 -12%
UCFA
135
United Capital Financial Advisors
Texas
$11M +$11M +218,410 New
AWA
136
Arkadios Wealth Advisors
Georgia
$11M +$7.51M +149,200 +218%
EFH
137
Eaton Financial Holdings
Florida
$10.8M -$4.12M -81,900 -28%
CM
138
Capital Management
Virginia
$10.7M +$69.2K +1,374 +0.6%
MIA
139
Milestone Investment Advisors
Wisconsin
$10.5M +$672K +13,349 +7%
PA
140
Procyon Advisors
Connecticut
$10.5M +$1.02M +20,303 +11%
FHA
141
Flagship Harbor Advisors
Massachusetts
$10.4M -$24M -476,498 -70%
NL
142
NVWM LLC
Pennsylvania
$10.4M +$1.02M +20,281 +11%
MAC
143
Mason & Associates (California)
California
$10.3M +$1.61M +32,072 +19%
SC
144
Sykon Capital
New York
$10.3M +$2.85M +56,676 +39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
145
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.1M +$10.1M +200,000 New
NA
146
NewEdge Advisors
Louisiana
$10M +$1.5M +29,739 +18%
WWM
147
WT Wealth Management
Arizona
$9.95M -$55K -1,092 -0.5%
HIP
148
HUB Investment Partners
Texas
$9.73M +$18.1K +360 +0.2%
EH
149
Equitable Holdings
New York
$9.73M -$949K -18,860 -9%
AHC
150
Anderson Hoagland & Co
Missouri
$9.6M -$993K -19,731 -9%