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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
151
Highland Investment Advisors
Florida
$10.3M +$10.3M +204,983 New
BWM
152
BlackDiamond Wealth Management
New York
$10.1M -$4.88M -96,749 -32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
153
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.1M
QCM
154
Quantinno Capital Management
New York
$9.79M +$6.73M +133,482 +219%
IA
155
IFG Advisory
Georgia
$9.78M +$9.79M +194,182 New
PCIA
156
Prime Capital Investment Advisors
Kansas
$9.71M +$2.73M +54,204 +39%
ACG
157
Allen Capital Group
Nebraska
$9.28M -$2.72M -53,886 -23%
UCFA
158
United Capital Financial Advisors
Texas
$9.11M -$1.11M -22,097 -11%
NL
159
NVWM LLC
Pennsylvania
$8.89M -$1.17M -23,212 -12%
GCWM
160
Guided Capital Wealth Management
Texas
$8.76M +$3.54M +70,343 +68%
CFM
161
Compass Financial Management
Florida
$8.71M +$8.71M +172,864 New
EH
162
Equitable Holdings
New York
$8.59M -$420K -8,328 -5%
V
163
Viaable
Pennsylvania
$8.35M +$8.36M +165,805 New
Cerity Partners
164
Cerity Partners
New York
$8.33M +$961K +19,079 +13%
BAM
165
Belpointe Asset Management
Nevada
$8.33M +$1.01M +19,947 +14%
AG
166
AlTi Global
New York
$8.31M
FFS
167
Founders Financial Securities
Maryland
$8.29M +$1.04M +20,613 +14%
AHC
168
Anderson Hoagland & Co
Missouri
$8.25M -$1.04M -20,725 -11%
RFPS
169
Reality Financial Planning Services
Florida
$8.13M +$952K +18,893 +13%
WCM
170
Wealthcare Capital Management
Virginia
$7.7M -$1.6M -31,809 -17%
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.65M +$1.76K +35 +0%
FLFS
172
Family Legacy Financial Solutions
North Carolina
$7.64M -$2.97M -59,005 -28%
PCA
173
Pallas Capital Advisors
Massachusetts
$7.57M -$6.39M -126,869 -46%
AFC
174
Ares Financial Consulting
California
$7.47M -$430K -8,537 -5%
ASN
175
Advisory Services Network
Georgia
$7.41M +$455K +9,032 +7%