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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MAA
151
Mraz Amerine & Associates
California
$9.46M +$3.4M +67,420 +56%
AG
152
AlTi Global
New York
$9.18M -$1.03M -20,447 -10%
IA
153
IFG Advisory
Georgia
$9.03M +$1.23M +24,467 +16%
NWM
154
Napa Wealth Management
California
$8.83M +$7.3M +144,847 +473%
MAC
155
Mason & Associates (California)
California
$8.63M -$2.83M -56,254 -25%
TCWM
156
Total Clarity Wealth Management
Illinois
$8.56M -$3.77M -74,841 -31%
BA
157
Bristlecone Advisors
Washington
$8.49M -$17.1M -339,932 -67%
LC
158
Landaas & Company
Wisconsin
$8.35M +$8.36M +166,016 New
Kovitz Investment Group Partners
159
Kovitz Investment Group Partners
Illinois
$8.15M +$4.1M +81,455 +101%
HF
160
HRT Financial
New York
$8.12M -$8.25M -163,755 -50%
ACG
161
Allen Capital Group
Nebraska
$7.86M -$1.72M -34,151 -18%
NL
162
NVWM LLC
Pennsylvania
$7.77M +$2.49M +49,420 +47%
GSWM
163
Golden State Wealth Management
California
$7.67M +$1.66M +33,009 +28%
KAM
164
Knightsbridge Asset Management
California
$7.58M +$7.59M +150,680 New
VWM
165
Vigilare Wealth Management
Arizona
$7.56M +$5.56M +110,361 +277%
BWP
166
Bernardo Wealth Planning
Pennsylvania
$7.53M +$2.53M +50,292 +51%
FFS
167
Founders Financial Securities
Maryland
$7.53M +$400K +7,936 +6%
P
168
&Partners
Tennessee
$7.53M +$406K +8,055 +6%
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.48M +$143K +2,833 +2%
PAWA
170
Palo Alto Wealth Advisors
California
$7.38M +$1.48M +29,358 +25%
CFP
171
Curran Financial Partners
South Carolina
$7.34M -$134K -2,661 -2%
KWM
172
Kingsview Wealth Management
Oregon
$7.27M -$1.25M -24,735 -15%
IWP
173
Invenio Wealth Partners
Florida
$7.08M +$903K +17,921 +15%
CCA
174
Cypress Capital Advisors
Tennessee
$7.03M +$620K +12,316 +10%
CCAM
175
Cascades Capital Asset Management
North Carolina
$6.96M +$650K +12,912 +10%