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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
151
Global Wealth Strategies & Associates
Colorado
$7.15M +$298K +5,909 +4%
DADC
152
D.A. Davidson & Co
Montana
$7.03M +$2.72M +54,027 +63%
PIWA
153
Prevail Innovative Wealth Advisors
Kansas
$7.02M -$649K -12,875 -8%
AIP
154
Almanack Investment Partners
Pennsylvania
$7M +$3.63M +72,024 +107%
YWM
155
Yoder Wealth Management
California
$6.96M -$1.76M -34,830 -20%
BS
156
Banco Santander
Spain
$6.73M -$6.19M -122,765 -48%
LWANC
157
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.71M -$111K -2,194 -2%
ACA
158
Aptus Capital Advisors
Alabama
$6.63M +$6.52M +129,368 +5,505%
PAWA
159
Palo Alto Wealth Advisors
California
$6.53M -$2.29M -45,353 -26%
SFM
160
Signet Financial Management
New Jersey
$6.53M +$6.54M +129,736 New
Cerity Partners
161
Cerity Partners
New York
$6.48M -$65.8K -1,305 -1%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$6.48M -$625K -12,409 -9%
Citadel Advisors
163
Citadel Advisors
Florida
$6.34M -$93.3M -1,851,584 -94%
AG
164
AlTi Global
New York
$6.21M -$855K -16,965 -12%
CWM
165
Collaborative Wealth Management
Florida
$5.96M +$3.23M +64,178 +118%
SA
166
Sanctuary Advisors
Indiana
$5.96M +$5.97M +118,377 New
FFN
167
Focus Financial Network
Minnesota
$5.73M -$374K -7,419 -6%
EI
168
Ellevest Inc
New York
$5.61M
PCA
169
Pallas Capital Advisors
Massachusetts
$5.61M -$1.36M -27,058 -20%
NL
170
NVWM LLC
Pennsylvania
$5.6M +$346K +6,857 +7%
PPW
171
Pasadena Private Wealth
California
$5.5M -$1.11M -22,032 -17%
LMKC
172
L.M. Kohn & Company
Ohio
$5.48M -$2.37M -46,932 -30%
APS
173
American Planning Services
Florida
$5.45M -$983K -19,497 -15%
CW
174
CreativeOne Wealth
Kansas
$5.2M +$536K +10,633 +11%
TWM
175
TMD Wealth Management
Arizona
$5.12M -$1.43M -28,402 -22%