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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$7.18M +$2.56M +50,703 +55%
BCI
152
Brinker Capital Investments
Pennsylvania
$7.09M +$3.45M +68,396 +94%
OPS
153
Orion Portfolio Solutions
Nebraska
$7.09M +$3.45M +68,396 +94%
IA
154
IFG Advisory
Georgia
$7.02M +$792K +15,716 +13%
FFN
155
Focus Financial Network
Minnesota
$7.01M -$931K -18,467 -12%
OIA
156
OneDigital Investment Advisors
Kansas
$6.94M +$4.97M +98,647 +251%
AC
157
Avestar Capital
New York
$6.77M -$604K -11,988 -8%
SOS
158
Silver Oak Securities
Tennessee
$6.72M +$343K +6,803 +5%
Toronto Dominion Bank
159
Toronto Dominion Bank
Ontario, Canada
$6.69M -$5.04K -100 -0.1%
MCC
160
Money Concepts Capital
Florida
$6.65M -$5.35M -106,186 -45%
SG
161
Sharper & Granite
California
$6.62M +$2.25M +44,685 +51%
HPC
162
Hobart Private Capital
North Carolina
$6.31M +$6.32M +125,417 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$6.3M -$916K -18,170 -13%
AAS
164
Ameritas Advisory Services
Nebraska
$6.16M -$2.45M -48,636 -28%
LWANC
165
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.97M +$578K +11,476 +11%
TNBTD
166
Trustmark National Bank Trust Department
Mississippi
$5.95M +$112K +2,232 +2%
Comerica Bank
167
Comerica Bank
Texas
$5.95M +$5.96M +118,200 New
SWP
168
Stratos Wealth Partners
Ohio
$5.77M -$16.2M -321,638 -74%
KWM
169
Keebeck Wealth Management
Illinois
$5.75M +$4.65M +92,176 +416%
LMKC
170
L.M. Kohn & Company
Ohio
$5.75M +$2.42M +47,925 +72%
MC
171
Middleton & Co
Massachusetts
$5.74M -$788K -15,630 -12%
LSAG
172
Lake Street Advisors Group
New Hampshire
$5.67M -$2.54M -50,483 -31%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$5.66M +$650K +12,890 +13%
EI
174
Ellevest Inc
New York
$5.62M -$87.5K -1,737 -2%
MOS
175
MGO One Seven
Ohio
$5.55M +$5.55M +110,209 New