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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWML
176
M Wealth Management LLC
California
$6.62M -$1.29M -25,576 -16%
FWM
177
Fortress Wealth Management
California
$6.55M -$354K -7,015 -5%
CCA
178
Cypress Capital Advisors
Tennessee
$6.42M -$623K -12,368 -9%
ASN
179
Advisory Services Network
Georgia
$6.32M +$200K +3,968 +3%
CCAM
180
Cascades Capital Asset Management
North Carolina
$6.31M +$577K +11,450 +10%
JWCA
181
J.W. Cole Advisors
Florida
$6.24M +$4.29M +85,056 +218%
IWP
182
Invenio Wealth Partners
Florida
$6.18M +$3.38M +67,020 +120%
AAS
183
Ameritas Advisory Services
Nebraska
$6.14M +$271K +5,374 +5%
WA
184
Waverly Advisors
Alabama
$6.09M +$1.8M +35,811 +42%
MAA
185
Mraz Amerine & Associates
California
$6.06M +$6.07M +120,517 New
GSWM
186
Golden State Wealth Management
California
$6.01M -$578K -11,477 -9%
YWM
187
Yoder Wealth Management
California
$6.01M -$115K -2,278 -2%
PAWA
188
Palo Alto Wealth Advisors
California
$5.91M -$2.1M -41,597 -26%
VPF
189
Vantage Point Financial
Illinois
$5.88M +$85.9K +1,705 +1%
BAM
190
Belpointe Asset Management
Nevada
$5.83M +$4.62M +91,614 +377%
BFG
191
Beacon Financial Group
Texas
$5.8M -$950K -18,847 -14%
TC
192
TownSquare Capital
Utah
$5.76M +$926K +18,377 +19%
ETC
193
Exchange Traded Concepts
Oklahoma
$5.75M -$1.33M -26,450 -19%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$5.75M +$3.56M +70,729 +163%
CIAS
195
Capital Investment Advisory Services
North Carolina
$5.62M +$146K +2,892 +3%
EI
196
Ellevest Inc
New York
$5.62M
EWA
197
Etesian Wealth Advisors
Oregon
$5.55M +$384K +7,622 +7%
CW
198
CreativeOne Wealth
Kansas
$5.33M +$502K +9,956 +10%
NL
199
NVWM LLC
Pennsylvania
$5.29M -$1.2M -23,886 -19%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$5.28M -$191K -3,787 -3%