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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
176
TD Capital Management
Tennessee
$1.16M +$1.16M +23,056 New
CP
177
Castleview Partners
Texas
$1.16M +$1.13M +22,526 +5,143%
RA
178
RFG Advisory
Alabama
$1.04M +$20K +397 +2%
CRWM
179
Castle Rock Wealth Management
California
$1.01M +$503K +10,000 +100%
EWM
180
EPG Wealth Management
Georgia
$940K +$453 +9 +0%
BWM
181
Benchmark Wealth Management
Connecticut
$916K -$29.6K -588 -3%
WMS
182
Wealth Management Solutions
Pennsylvania
$910K -$141K -2,799 -13%
LWAC
183
Laurel Wealth Advisors (California)
California
$876K -$492K -9,774 -36%
Creative Planning
184
Creative Planning
Kansas
$873K +$218K +4,328 +33%
LCAM
185
London & Capital Asset Management
United Kingdom
$872K +$872K +17,339 New
VAS
186
Vestmark Advisory Solutions
Massachusetts
$831K -$970K -19,287 -54%
GL
187
Graypoint LLC
New York
$794K +$795K +15,801 New
BAM
188
Belpointe Asset Management
Nevada
$777K -$1.57M -31,214 -67%
AWM
189
Accurate Wealth Management
Florida
$771K +$709K +14,098 New
KCM
190
Karp Capital Management
California
$759K +$759K +15,095 New
PP
191
Patron Partners
Texas
$753K -$891K -17,710 -54%
AO
192
Advisor OS
Illinois
$752K +$144K +2,855 +24%
FZCM
193
Flynn Zito Capital Management
New York
$746K +$747K +14,840 New
VIM
194
Vista Investment Management
Pennsylvania
$734K -$5.84K -116 -0.8%
AWS
195
Atria Wealth Solutions
New York
$715K -$43.8K -870 -6%
Citadel Advisors
196
Citadel Advisors
Florida
$707K -$21M -418,365 -97%
CSPAM
197
Cary Street Partners Asset Management
Virginia
$694K +$13.8K +274 +2%
GLA
198
Good Life Advisors
Pennsylvania
$632K +$632K +12,566 New
VC
199
Vicus Capital
Pennsylvania
$627K +$105K +2,096 +20%
AA
200
Alesco Advisors
New York
$617K +$14.3K +285 +2%