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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
176
TMD Wealth Management
Arizona
$5.12M -$1.43M -28,402 -22%
OC
177
Oppenheimer & Co
New York
$5.02M +$209K +4,146 +4%
CRWM
178
Castle Rock Wealth Management
California
$4.98M +$306K +6,080 +7%
WA
179
Waverly Advisors
Alabama
$4.98M +$526K +10,438 +12%
SBF
180
Sara-Bay Financial
Florida
$4.96M +$481K +9,544 +11%
HPC
181
Hobart Private Capital
North Carolina
$4.88M +$2.93M +58,142 +149%
GSEP
182
Golden State Equity Partners
California
$4.86M +$4.87M +96,558 New
Wealthfront Advisers
183
Wealthfront Advisers
California
$4.82M +$2.31M +45,852 +92%
BWP
184
Bernardo Wealth Planning
Pennsylvania
$4.81M +$775K +15,377 +19%
ACG
185
Allen Capital Group
Nebraska
$4.69M +$2.1M +41,687 +81%
PAG
186
Private Advisory Group
Washington
$4.65M +$4.13M +81,865 +776%
MC
187
Middleton & Co
Massachusetts
$4.63M +$116K +2,300 +3%
EFA
188
Evernest Financial Advisors
Indiana
$4.46M +$175K +3,477 +4%
SMG
189
Smart Money Group
Texas
$4.4M +$815K +16,164 +23%
SIA
190
SkyView Investment Advisors
New Jersey
$4.38M -$887K -17,592 -17%
Comerica Bank
191
Comerica Bank
Texas
$4.34M -$161K -3,188 -4%
CAM
192
Cresset Asset Management
Illinois
$4.31M +$4.32M +85,654 New
AAS
193
Ameritas Advisory Services
Nebraska
$4.29M +$374K +7,428 +10%
PPP
194
Private Portfolio Partners
New Jersey
$4.14M -$89.5K -1,775 -2%
CL
195
CIM LLC
New York
$4.07M +$91.5K +1,815 +2%
NA
196
NewEdge Advisors
Louisiana
$3.95M -$1.24M -24,557 -24%
MA
197
MBA Advisors
Pennsylvania
$3.89M +$488K +9,692 +14%
FFO
198
Fortitude Family Office
Arizona
$3.85M -$4.23M -83,952 -52%
WCAMG
199
Woodard & Company Asset Management Group
North Carolina
$3.76M -$19.8K -393 -0.5%
Brown Advisory
200
Brown Advisory
Maryland
$3.7M +$391K +7,756 +12%