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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$5M +$632K +12,550 +14%
Millennium Management
152
Millennium Management
New York
$4.76M -$930K -18,476 -16%
PAWA
153
Palo Alto Wealth Advisors
California
$4.63M +$89.5K +1,778 +2%
FFBTD
154
First Financial Bank - Trust Division
Ohio
$4.58M +$21.3K +423 +0.5%
EWMCB
155
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.58M -$5.82M -115,597 -56%
AC
156
Avestar Capital
New York
$4.46M +$4.46M +88,677 New
MA
157
MJP Associates
Connecticut
$4.33M -$10.3M -204,771 -70%
CSPAM
158
Cary Street Partners Asset Management
Virginia
$4.18M +$3.29M +65,458 +370%
TSS
159
Two Sigma Securities
New York
$4.11M +$4.11M +81,721 New
EH
160
Equitable Holdings
New York
$4.01M +$1.68M +33,355 +72%
WAG
161
Wallace Advisory Group
California
$3.82M -$5.5M -109,279 -59%
FF
162
Friedenthal Financial
New Jersey
$3.71M -$598K -11,881 -14%
WCAMG
163
Woodard & Company Asset Management Group
North Carolina
$3.71M -$13.7M -272,847 -79%
SAM
164
Secure Asset Management
Michigan
$3.7M +$3.7M +73,609 New
CL
165
CIM LLC
New York
$3.7M +$46.5K +924 +1%
CM
166
Capital Management
Virginia
$3.7M +$733K +14,560 +25%
KWM
167
Kingsview Wealth Management
Oregon
$3.68M -$1.2M -23,852 -25%
DADC
168
D.A. Davidson & Co
Montana
$3.65M +$3.66M +72,635 New
SFP
169
Sweet Financial Partners
Minnesota
$3.62M -$1.63M -32,479 -31%
MG
170
Mather Group
Illinois
$3.58M -$1.41M -28,102 -28%
SG
171
Sharper & Granite
California
$3.42M +$497K +9,875 +17%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$3.42M +$171K +3,388 +5%
IIC
173
Integrated Investment Consultants
Michigan
$3.32M
SWM
174
Segment Wealth Management
Texas
$3.29M +$201K +4,000 +7%
JIP
175
Jaffetilchin Investment Partners
Florida
$3.25M -$9.11M -181,102 -74%