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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
176
Yoder Wealth Management
California
$6.12M -$516K -10,249 -8%
ASN
177
Advisory Services Network
Georgia
$6.12M +$3.67M +72,944 +150%
MIA
178
Milestone Investment Advisors
Wisconsin
$6.1M -$1.58M -31,375 -21%
UFA
179
US Financial Advisors
Massachusetts
$6.07M +$1.71M +34,061 +39%
AAS
180
Ameritas Advisory Services
Nebraska
$5.87M +$628K +12,470 +12%
GM
181
GeoWealth Management
Illinois
$5.85M +$5.84M +115,966 +33,613%
ECA
182
Elevation Capital Advisory
Oregon
$5.85M +$5.85M +116,164 New
VPF
183
Vantage Point Financial
Illinois
$5.79M +$5.8M +115,155 New
CCAM
184
Cascades Capital Asset Management
North Carolina
$5.74M +$1.01M +20,126 +21%
CA
185
Calton & Associates
Florida
$5.65M -$2.77M -55,052 -33%
AAS
186
Avantax Advisory Services
Texas
$5.63M -$2.62M -52,073 -32%
EI
187
Ellevest Inc
New York
$5.62M -$41.7K -829 -0.7%
CIAS
188
Capital Investment Advisory Services
North Carolina
$5.47M -$71.7K -1,424 -1%
Natixis Advisors
189
Natixis Advisors
Massachusetts
$5.47M -$3.53M -70,091 -39%
AF
190
Apexium Financial
Texas
$5.22M +$4.23M +84,006 +426%
EWA
191
Etesian Wealth Advisors
Oregon
$5.17M +$1.05M +20,874 +26%
MFG
192
Magnus Financial Group
New York
$5.05M -$2.01M -39,907 -28%
EFA
193
Evernest Financial Advisors
Indiana
$4.87M +$79.8K +1,586 +2%
TC
194
TownSquare Capital
Utah
$4.83M -$1.22M -24,154 -20%
CW
195
CreativeOne Wealth
Kansas
$4.83M -$37.8K -750 -0.8%
BWP
196
Bernardo Wealth Planning
Pennsylvania
$4.8M +$111K +2,196 +2%
FFN
197
Focus Financial Network
Minnesota
$4.55M -$350K -6,944 -7%
NL
198
NWAM LLC
Washington
$4.35M +$892K +17,712 +26%
WWM
199
Western Wealth Management
Colorado
$4.35M +$1.76M +34,864 +68%
MA
200
MBA Advisors
Pennsylvania
$4.34M +$203K +4,038 +5%