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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
151
Founders Financial Securities
Maryland
$7.55M +$30.3K +602 +0.4%
Cerity Partners
152
Cerity Partners
New York
$7.47M -$2.15M -42,792 -22%
SC
153
Sykon Capital
New York
$7.4M -$9.84M -195,420 -57%
KWM
154
Kingsview Wealth Management
Oregon
$7.22M -$48K -953 -0.7%
SOS
155
Silver Oak Securities
Tennessee
$7.22M -$9.17M -182,025 -56%
P
156
&Partners
Tennessee
$7.15M -$406K -8,060 -5%
KWM
157
Keebeck Wealth Management
Illinois
$7.07M +$2.99M +59,465 +73%
AAS
158
Annex Advisory Services
Wisconsin
$7.03M +$6.06M +120,319 +616%
CAM
159
Cresset Asset Management
Illinois
$6.98M -$3.35M -66,512 -32%
FWM
160
Fortress Wealth Management
California
$6.74M +$189K +3,756 +3%
GWM
161
Geneos Wealth Management
Colorado
$6.68M -$220K -4,364 -3%
CCAM
162
Cascades Capital Asset Management
North Carolina
$6.66M -$294K -5,846 -4%
DADC
163
D.A. Davidson & Co
Montana
$6.63M +$115K +2,279 +2%
LC
164
Landaas & Company
Wisconsin
$6.63M -$1.72M -34,123 -21%
CCA
165
Cypress Capital Advisors
Tennessee
$6.63M -$398K -7,905 -6%
Jane Street
166
Jane Street
New York
$6.57M +$6.58M +130,656 New
EWM
167
Elmwood Wealth Management
California
$6.51M +$1.48M +29,480 +29%
PAWA
168
Palo Alto Wealth Advisors
California
$6.47M -$912K -18,104 -12%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$6.46M -$3.04M -60,341 -32%
WWA
170
WCG Wealth Advisors
Nevada
$6.44M -$189K -3,755 -3%
EFA
171
Evernest Financial Advisors
Indiana
$6.26M +$1.04M +20,557 +20%
WCM
172
Wealthcare Capital Management
Virginia
$6.25M -$75.4M -1,496,517 -92%
AWM
173
Activest Wealth Management
Florida
$6.21M -$734K -14,571 -11%
CFP
174
Curran Financial Partners
South Carolina
$6.1M -$1.24M -24,536 -17%
CIAS
175
Capital Investment Advisory Services
North Carolina
$6.02M +$356K +7,078 +6%