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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
151
Transcend Capital Advisors
New Jersey
$5.64M -$50.8K -1,009 -0.9%
PAWA
152
Palo Alto Wealth Advisors
California
$5.43M +$797K +15,830 +17%
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.4M +$397K +7,884 +8%
FFS
154
Founders Financial Securities
Maryland
$5.29M -$873K -17,323 -14%
KLC
155
Knowledge Leaders Capital
Colorado
$5.19M -$4.94K -98 -0.1%
WMR
156
Wealth Management Resources
Rhode Island
$5.11M -$9.99M -198,438 -66%
NL
157
NVWM LLC
Pennsylvania
$5.1M -$1.7M -33,736 -25%
CRWM
158
Castle Rock Wealth Management
California
$5.02M -$331K -6,568 -6%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$5.01M -$1.36M -26,970 -21%
EIA
160
Eldridge Investment Advisors
New Hampshire
$4.87M +$1.65M +32,832 +51%
CM
161
Capital Management
Virginia
$4.85M +$1.15M +22,759 +31%
PA
162
PFG Advisors
Arizona
$4.83M -$512K -10,158 -10%
SAM
163
Secure Asset Management
Michigan
$4.83M +$1.13M +22,418 +30%
FFBTD
164
First Financial Bank - Trust Division
Ohio
$4.7M +$111K +2,202 +2%
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$4.63M -$647K -12,846 -12%
EWA
166
Etesian Wealth Advisors
Oregon
$4.56M -$3.74M -74,254 -45%
WP
167
Westmount Partners
California
$4.37M -$809K -16,066 -16%
SG
168
Sharper & Granite
California
$4.37M +$944K +18,750 +28%
Brown Advisory
169
Brown Advisory
Maryland
$4.12M +$874K +17,349 +27%
WCAMG
170
Woodard & Company Asset Management Group
North Carolina
$4.02M +$301K +5,983 +8%
FF
171
Friedenthal Financial
New Jersey
$3.94M +$218K +4,338 +6%
DADC
172
D.A. Davidson & Co
Montana
$3.89M +$234K +4,652 +6%
FA
173
FDx Advisors
Illinois
$3.89M -$1.57M -31,194 -29%
WAG
174
Wallace Advisory Group
California
$3.82M
SFP
175
Sweet Financial Partners
Minnesota
$3.66M +$40.9K +813 +1%