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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Kingsview Wealth Management
Oregon
$8.52M -$63.4K -1,257 -0.7%
UFA
152
US Financial Advisors
Massachusetts
$8.43M +$2.37M +46,937 +39%
GVAG
153
Great Valley Advisor Group
Delaware
$8.27M +$5.28M +104,778 +176%
EF
154
Envision Financial
Wisconsin
$8.21M +$1.4M +27,812 +21%
SFM
155
Signet Financial Management
New Jersey
$8.12M -$534K -10,604 -6%
Millennium Management
156
Millennium Management
New York
$8.05M -$4.07M -80,845 -34%
BWM
157
BlackDiamond Wealth Management
New York
$7.84M -$10.4M -206,573 -57%
IA
158
IFG Advisory
Georgia
$7.81M +$399K +7,907 +5%
MIA
159
Milestone Investment Advisors
Wisconsin
$7.78M +$1.69M +33,472 +28%
AAS
160
Avantax Advisory Services
Texas
$7.68M +$2.04M +40,543 +36%
EWM
161
Elmwood Wealth Management
California
$7.61M -$610K -12,110 -7%
WWA
162
WCG Wealth Advisors
Nevada
$7.49M +$1.11M +21,991 +17%
CFP
163
Curran Financial Partners
South Carolina
$7.47M +$300K +5,958 +4%
DADC
164
D.A. Davidson & Co
Montana
$7.47M -$230K -4,566 -3%
PA
165
PFG Advisors
Arizona
$7.4M +$5.34M +105,883 +257%
CIA
166
Christian Investment Advisors
Texas
$7.37M +$257K +5,089 +4%
LWANC
167
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.34M +$205K +4,075 +3%
GAA
168
Global Assets Advisory
Florida
$7.26M +$4.92M +97,700 +210%
P
169
&Partners
Tennessee
$7.15M +$356K +7,063 +5%
AWM
170
AE Wealth Management
Kansas
$7.14M -$9.31M -184,780 -57%
FFS
171
Founders Financial Securities
Maryland
$7.13M +$6.63M +131,636 +1,303%
ACM
172
Andina Capital Management
Utah
$7.02M +$4.51M +89,482 +179%
AWM
173
Activest Wealth Management
Florida
$6.99M -$288K -5,705 -4%
CWM
174
Collaborative Wealth Management
Florida
$6.97M +$138K +2,736 +2%
KWM
175
Keebeck Wealth Management
Illinois
$6.77M -$6.11M -121,211 -47%