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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FIS
151
Fischer Investment Strategies
California
$7.72M +$7.72M +153,414 New
DADC
152
D.A. Davidson & Co
Montana
$7.7M +$832K +16,519 +12%
IA
153
IFG Advisory
Georgia
$7.41M -$2.94M -58,501 -28%
AWM
154
Activest Wealth Management
Florida
$7.27M -$467K -9,282 -6%
CFP
155
Curran Financial Partners
South Carolina
$7.17M +$783K +15,559 +12%
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.13M +$44.4K +882 +0.6%
CIA
157
Christian Investment Advisors
Texas
$7.1M +$7.11M +141,179 New
ETC
158
Exchange Traded Concepts
Oklahoma
$7.08M +$7.09M +140,765 New
CCA
159
Cypress Capital Advisors
Tennessee
$7.04M +$7.04M +139,839 New
FWM
160
Fortress Wealth Management
California
$6.9M +$364K +7,240 +6%
CWM
161
Collaborative Wealth Management
Florida
$6.83M +$413K +8,199 +6%
EF
162
Envision Financial
Wisconsin
$6.81M +$6.82M +135,395 New
P
163
&Partners
Tennessee
$6.8M +$6.8M +135,094 New
AG
164
AlTi Global
New York
$6.78M +$1.39M +27,687 +26%
BFG
165
Beacon Financial Group
Texas
$6.75M -$243K -4,823 -3%
BS
166
Banco Santander
Spain
$6.69M -$2.84M -56,494 -30%
GSWM
167
Golden State Wealth Management
California
$6.59M +$6.59M +130,874 New
FGA
168
Fortis Group Advisors
New Jersey
$6.56M -$1.36M -27,055 -17%
NL
169
NVWM LLC
Pennsylvania
$6.49M +$488K +9,693 +8%
CRWM
170
Castle Rock Wealth Management
California
$6.44M +$1.31M +26,053 +26%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$6.43M +$50.1K +996 +0.8%
WWA
172
WCG Wealth Advisors
Nevada
$6.38M +$3.59M +71,396 +129%
LI
173
LifeWealth Investments
Florida
$6.35M +$6.35M +126,122 New
ACG
174
Allen Capital Group
Nebraska
$6.34M +$894K +17,754 +16%
Goldman Sachs
175
Goldman Sachs
New York
$6.16M +$169K +3,348 +3%