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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
176
Founders Financial Securities
Maryland
$5.51M +$221K +4,380 +4%
CM
177
Capital Management
Virginia
$5.47M +$628K +12,468 +13%
AF
178
Allworth Financial
California
$5.43M -$3.66M -72,628 -40%
CRWM
179
Castle Rock Wealth Management
California
$5.18M +$161K +3,190 +3%
KLC
180
Knowledge Leaders Capital
Colorado
$5.17M -$21.4K -425 -0.4%
TA
181
Tactive Advisors
Florida
$5.15M +$1.53M +30,308 +42%
WMR
182
Wealth Management Resources
Rhode Island
$4.97M -$86.1K -1,708 -2%
LW
183
Lauer Wealth
Indiana
$4.87M +$1.61M +32,017 +50%
NL
184
NVWM LLC
Pennsylvania
$4.85M -$248K -4,928 -5%
SAM
185
Secure Asset Management
Michigan
$4.82M -$12.7K -252 -0.3%
PA
186
PFG Advisors
Arizona
$4.74M -$92.9K -1,844 -2%
SMG
187
Smart Money Group
Texas
$4.74M +$1.55M +30,832 +49%
Goldman Sachs
188
Goldman Sachs
New York
$4.63M +$4.64M +92,056 New
PWMG
189
Prestige Wealth Management Group
New Jersey
$4.4M -$22.2M -440,164 -83%
OC
190
Oppenheimer & Co
New York
$4.17M +$3.53M +70,105 +550%
WCAMG
191
Woodard & Company Asset Management Group
North Carolina
$4.03M +$8.27K +164 +0.2%
CI
192
Cambiar Investors
Colorado
$4.03M +$4.03M +80,000 New
Brown Advisory
193
Brown Advisory
Maryland
$4.02M -$106K -2,102 -3%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$4.01M +$3.02M +59,865 +300%
EWM
195
Elmwood Wealth Management
California
$3.99M -$3.95M -78,424 -50%
GSEP
196
Golden State Equity Partners
California
$3.98M +$3.13M +62,147 +368%
TCA
197
Transcend Capital Advisors
New Jersey
$3.97M -$1.68M -33,358 -30%
EWA
198
Etesian Wealth Advisors
Oregon
$3.92M -$644K -12,769 -14%
WP
199
Westmount Partners
California
$3.88M -$497K -9,866 -11%
TI
200
Tidal Investments
Wisconsin
$3.87M -$3.38M -67,107 -47%