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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
Waverly Advisors
Alabama
$4.46M +$4.46M +88,639 New
EWM
177
Elmwood Wealth Management
California
$4.38M -$55.3K -1,099 -1%
BIP
178
Blue Investment Partners
California
$4.37M +$2.82M +56,088 +182%
DADC
179
D.A. Davidson & Co
Montana
$4.31M -$3.32M -65,911 -44%
EFA
180
Evernest Financial Advisors
Indiana
$4.3M +$1.41M +27,992 +49%
WAS
181
Wealth Advisory Solutions
Indiana
$4.3M +$4.28M +85,087 New
PPP
182
Private Portfolio Partners
New Jersey
$4.23M -$5.24K -104 -0.1%
FHC
183
First Heartland Consultants
Missouri
$4.19M -$19.7M -391,366 -82%
EWA
184
Etesian Wealth Advisors
Oregon
$4.16M -$963K -19,127 -19%
AWM
185
Activest Wealth Management
Florida
$4.09M +$4.09M +81,258 New
BWP
186
Bernardo Wealth Planning
Pennsylvania
$4.04M +$554K +11,006 +16%
CL
187
CIM LLC
New York
$3.98M +$166K +3,298 +4%
SC
188
Sykon Capital
New York
$3.97M -$14.8M -294,429 -79%
AF
189
Allworth Financial
California
$3.97M -$719K -14,292 -15%
HF
190
HRT Financial
New York
$3.94M +$3.95M +78,411 New
AAS
191
Ameritas Advisory Services
Nebraska
$3.92M +$2.01M +39,913 +105%
Truist Financial
192
Truist Financial
North Carolina
$3.84M +$252K +4,997 +7%
F4L
193
Fortune 45 LLC
Louisiana
$3.84M -$229K -4,552 -5%
WCAMG
194
Woodard & Company Asset Management Group
North Carolina
$3.78M -$60.2K -1,196 -2%
MCC
195
Money Concepts Capital
Florida
$3.67M -$3.16M -62,742 -46%
SMG
196
Smart Money Group
Texas
$3.6M -$687K -13,648 -16%
PWMG
197
Prestige Wealth Management Group
New Jersey
$3.53M -$1.15M -22,899 -25%
MSAM
198
Moloney Securities Asset Management
Missouri
$3.5M +$342K +6,797 +11%
EFG
199
Ethos Financial Group
Pennsylvania
$3.49M -$2.02M -40,185 -37%
TCA
200
Transcend Capital Advisors
New Jersey
$3.44M -$171K -3,395 -5%