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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CM
151
Capital Management
Virginia
$9.83M -$910K -18,063 -8%
SWP
152
Stratos Wealth Partners
Ohio
$9.69M -$2.35M -46,623 -20%
SL
153
SFM LLC
New Hampshire
$9.31M +$144K +2,867 +2%
WCM
154
Wealthcare Capital Management
Virginia
$9.3M +$2.97M +58,886 +47%
AHC
155
Anderson Hoagland & Co
Missouri
$9.29M -$311K -6,179 -3%
WG
156
Warner Group
Connecticut
$9.23M +$471K +9,344 +5%
IWP
157
Invenio Wealth Partners
Florida
$9.01M -$150K -2,973 -2%
EH
158
Equitable Holdings
New York
$9M -$727K -14,425 -7%
AW
159
Ankerstar Wealth
Texas
$8.81M -$198K -3,931 -2%
FHA
160
Flagship Harbor Advisors
Massachusetts
$8.77M -$1.68M -33,372 -16%
HIP
161
HUB Investment Partners
Texas
$8.66M -$1.07M -21,334 -11%
AG
162
AlTi Global
New York
$8.31M
SI
163
Stephens Inc
Arkansas
$8.11M -$4.88M -96,854 -38%
TCG
164
Transcendent Capital Group
Oklahoma
$8.07M +$8.08M +160,328 New
MAC
165
Mason & Associates (California)
California
$7.99M -$2.3M -45,606 -22%
AFC
166
Ares Financial Consulting
California
$7.9M +$713K +14,148 +10%
EWM
167
Elmwood Wealth Management
California
$7.82M +$3.11M +61,751 +66%
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.65M -$472K -9,370 -6%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$7.6M +$214K +4,238 +3%
SWMG
170
Sanchez Wealth Management Group
Florida
$7.6M +$413K +8,204 +6%
Cerity Partners
171
Cerity Partners
New York
$7.37M +$1.33M +26,420 +22%
BAM
172
Belpointe Asset Management
Nevada
$7.32M +$1.51M +29,954 +26%
FFS
173
Founders Financial Securities
Maryland
$7.26M +$1.17M +23,145 +19%
RFPS
174
Reality Financial Planning Services
Florida
$7.17M +$726K +14,417 +11%
PCIA
175
Prime Capital Investment Advisors
Kansas
$6.98M +$6.98M +138,562 New