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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
151
D.A. Davidson & Co
Montana
$7.61M -$10.4M -206,304 -58%
RL
152
Retireful LLC
Michigan
$7.38M +$5.78M +114,806 +357%
LFS
153
Leibman Financial Services
Nebraska
$7.21M +$7.23M +143,520 New
AWM
154
Aprio Wealth Management
Georgia
$7.03M +$6.23M +123,693 +762%
PPW
155
Pasadena Private Wealth
California
$6.99M +$7.01M +139,171 New
TWM
156
TMD Wealth Management
Arizona
$6.98M +$4.78M +94,913 +216%
EWM
157
Executive Wealth Management
Michigan
$6.91M -$2.05M -40,730 -23%
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.89M +$925K +18,365 +15%
ES
159
Eagle Strategies
New York
$6.86M +$6.88M +136,583 New
MCC
160
Money Concepts Capital
Florida
$6.82M +$183K +3,632 +3%
APS
161
American Planning Services
Florida
$6.73M -$18.1M -359,035 -73%
Cerity Partners
162
Cerity Partners
New York
$6.69M -$73.3M -1,455,433 -92%
CSPAM
163
Cary Street Partners Asset Management
Virginia
$6.39M +$3.78M +74,964 +144%
FFN
164
Focus Financial Network
Minnesota
$6.38M -$621K -12,327 -9%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$6.22M +$2.22M +44,098 +55%
FFS
166
Founders Financial Securities
Maryland
$6.16M +$662K +13,145 +12%
Comerica Bank
167
Comerica Bank
Texas
$6.06M +$125K +2,472 +2%
GWSA
168
Global Wealth Strategies & Associates
Colorado
$5.98M +$5.99M +118,967 New
TNBTD
169
Trustmark National Bank Trust Department
Mississippi
$5.91M -$36K -714 -0.6%
FFO
170
Fortitude Family Office
Arizona
$5.74M +$5.75M +114,242 New
KWM
171
Keebeck Wealth Management
Illinois
$5.73M -$17.1K -340 -0.3%
EI
172
Ellevest Inc
New York
$5.61M -$2.42K -48 -0%
WCM
173
Wealthcare Capital Management
Virginia
$5.55M +$3.81M +75,715 +218%
EFG
174
Ethos Financial Group
Pennsylvania
$5.5M -$1.66M -32,893 -23%
MC
175
Middleton & Co
Massachusetts
$5.4M -$332K -6,600 -6%