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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
APS
176
American Planning Services
Florida
$5.14M -$306K -6,077 -6%
CRWM
177
Castle Rock Wealth Management
California
$5.11M +$126K +2,503 +3%
WA
178
Waverly Advisors
Alabama
$5.08M +$103K +2,046 +2%
PIWA
179
Prevail Innovative Wealth Advisors
Kansas
$5.07M -$1.95M -38,658 -28%
FFN
180
Focus Financial Network
Minnesota
$4.89M -$817K -16,236 -14%
CW
181
CreativeOne Wealth
Kansas
$4.86M -$332K -6,588 -6%
EFA
182
Evernest Financial Advisors
Indiana
$4.78M +$332K +6,597 +7%
CCAM
183
Cascades Capital Asset Management
North Carolina
$4.71M +$4.73M +93,868 New
BWP
184
Bernardo Wealth Planning
Pennsylvania
$4.68M -$136K -2,706 -3%
ACM
185
Andina Capital Management
Utah
$4.6M -$6.14M -121,912 -57%
TSS
186
Two Sigma Securities
New York
$4.47M +$3.99M +79,308 +815%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$4.45M -$2.02M -40,194 -31%
UFA
188
US Financial Advisors
Massachusetts
$4.34M +$1.61M +32,054 +59%
FFO
189
Fortitude Family Office
Arizona
$4.23M +$388K +7,697 +10%
Kovitz Investment Group Partners
190
Kovitz Investment Group Partners
Illinois
$4.18M +$4.19M +83,256 New
MA
191
MBA Advisors
Pennsylvania
$4.13M +$240K +4,773 +6%
EWA
192
Etesian Wealth Advisors
Oregon
$4.11M +$759K +15,067 +23%
CL
193
CIM LLC
New York
$4.08M +$12.4K +246 +0.3%
SBF
194
Sara-Bay Financial
Florida
$3.98M -$967K -19,203 -19%
Brown Advisory
195
Brown Advisory
Maryland
$3.95M +$260K +5,165 +7%
PPP
196
Private Portfolio Partners
New Jersey
$3.91M -$228K -4,524 -5%
HF
197
HRT Financial
New York
$3.8M +$3.81M +75,636 New
Wealthfront Advisers
198
Wealthfront Advisers
California
$3.79M -$1.02M -20,351 -21%
SMG
199
Smart Money Group
Texas
$3.78M -$628K -12,473 -14%
Comerica Bank
200
Comerica Bank
Texas
$3.72M -$612K -12,155 -14%