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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IF
126
Intrua Financial
Texas
$13.3M +$555K +11,019 +4%
CCP
127
Cassia Capital Partners
North Carolina
$13.3M -$367K -7,289 -3%
ABWM
128
Alpine Bank Wealth Management
Colorado
$13.3M -$37.6M -746,848 -74%
PGWM
129
Parisi Gray Wealth Management
New Jersey
$13.3M +$366K +7,267 +3%
PA
130
Procyon Advisors
Connecticut
$13.2M +$2.74M +54,457 +26%
VPF
131
Vantage Point Financial
Illinois
$13M +$8.8M +174,725 +208%
TRCT
132
Tower Research Capital (TRC)
New York
$13M -$19.3M -382,886 -60%
TA
133
Tectonic Advisors
Texas
$12.4M +$1.23M +24,464 +11%
LW
134
Lauer Wealth
Indiana
$12.3M -$1.75M -34,668 -12%
LFS
135
Leibman Financial Services
Nebraska
$12.3M -$2.57M -50,994 -17%
ACC
136
Acorn Creek Capital
Colorado
$12.1M -$60.6K -1,203 -0.5%
HAG
137
HighPoint Advisor Group
Illinois
$12M -$38.1K -756 -0.3%
ACG
138
Allen Capital Group
Nebraska
$12M -$1.42M -28,098 -11%
CRWM
139
Castle Rock Wealth Management
California
$11.9M -$560K -11,121 -4%
VWM
140
Vigilare Wealth Management
Arizona
$11.8M +$11.4M +226,881 +2,883%
CIA
141
Christian Investment Advisors
Texas
$11.6M -$3.52M -69,812 -23%
WWM
142
WT Wealth Management
Arizona
$11.1M +$1.18M +23,478 +12%
GSEP
143
Golden State Equity Partners
California
$10.8M +$10.6M +209,665 +4,139%
KWM
144
Keebeck Wealth Management
Illinois
$10.7M +$2.4M +47,670 +29%
FLFS
145
Family Legacy Financial Solutions
North Carolina
$10.6M -$5.79M -114,911 -35%
MIA
146
Milestone Investment Advisors
Wisconsin
$10.5M -$34.6K -687 -0.3%
HP
147
Haven Private
Florida
$10.3M -$2.19M -43,503 -18%
UCFA
148
United Capital Financial Advisors
Texas
$10.2M -$774K -15,356 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
149
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.1M
NL
150
NVWM LLC
Pennsylvania
$10.1M -$380K -7,548 -4%