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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
151
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.72M -$226K -4,499 -12%
GWM
152
Geneos Wealth Management
Colorado
$1.69M +$1.69M +33,587 +69,973%
HI
153
Harbour Investments
Wisconsin
$1.62M
UAS
154
United Asset Strategies
New York
$1.6M -$390K -7,744 -20%
B
155
Bridgeworth
Alabama
$1.55M -$503K -10,000 -24%
CAL
156
Capital Advisors Ltd
Ohio
$1.55M +$344K +6,842 +29%
EA
157
Eudaimonia Advisors
Tennessee
$1.52M -$7.29K -145 -0.5%
CA
158
CGN Advisors
Kansas
$1.48M +$1.48M +29,472 New
MSFS
159
Main Street Financial Solutions
Pennsylvania
$1.47M -$51K -1,014 -3%
FNC
160
First National Corp
Massachusetts
$1.47M +$1.22M +24,341 +503%
CA
161
Continuum Advisory
Idaho
$1.45M -$212K -4,212 -13%
IA
162
IFG Advisory
Georgia
$1.44M +$10.9K +216 +0.8%
BPA
163
Beacon Pointe Advisors
California
$1.43M -$84.3K -1,676 -6%
HWM
164
Howard Wealth Management
Connecticut
$1.41M +$201K +4,000 +17%
BRWA
165
B. Riley Wealth Advisors
Florida
$1.4M +$1.4M +27,892 New
Bank of Nova Scotia
166
Bank of Nova Scotia
Ontario, Canada
$1.4M +$202K +4,020 +17%
OC
167
Oarsman Capital
Wisconsin
$1.39M -$559K -11,109 -29%
SFS
168
Sowell Financial Services
Arkansas
$1.39M +$1.39M +27,602 New
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.38M -$221K -4,390 -14%
PAG
170
Private Advisory Group
Washington
$1.37M +$1.37M +27,225 New
KPWS
171
Kestra Private Wealth Services
Texas
$1.32M -$798K -15,860 -38%
PMG
172
ProVise Management Group
Florida
$1.28M +$1.28M +25,467 New
KWM
173
Keebeck Wealth Management
Illinois
$1.25M
FFS
174
Founders Financial Securities
Maryland
$1.22M +$406K +8,077 +50%
SPA
175
Sentinel Pension Advisors
Massachusetts
$1.2M +$47.9K +952 +4%