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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
176
Golden State Wealth Management
California
$5.95M -$1.71M -34,042 -22%
OP
177
ORG Partners
Indiana
$5.87M +$939K +18,653 +19%
SF
178
Summit Financial
New Jersey
$5.85M -$7.26M -144,210 -55%
BA
179
Bristlecone Advisors
Washington
$5.7M -$2.79M -55,371 -33%
EI
180
Ellevest Inc
New York
$5.53M
Baird Financial Group
181
Baird Financial Group
Wisconsin
$5.52M -$110K -2,178 -2%
ASN
182
Advisory Services Network
Georgia
$5.49M -$98.9K -1,963 -2%
CWM
183
Collaborative Wealth Management
Florida
$5.41M -$998K -19,818 -16%
PCA
184
Prosperity Capital Advisors
Ohio
$5.4M +$4.59M +91,062 +559%
BAM
185
Belpointe Asset Management
Nevada
$5.35M -$220K -4,364 -4%
YWM
186
Yoder Wealth Management
California
$5.34M +$626K +12,431 +13%
WSWA
187
Warren Street Wealth Advisors
California
$5.34M +$567K +11,255 +12%
AAS
188
Ameritas Advisory Services
Nebraska
$5.31M +$1.13M +22,520 +27%
ETC
189
Exchange Traded Concepts
Oklahoma
$5.27M -$101K -1,996 -2%
LAS
190
LWM Advisory Services
Florida
$5.13M +$911K +18,093 +22%
WA
191
Waverly Advisors
Alabama
$5.07M -$851K -16,889 -14%
BWP
192
Bernardo Wealth Planning
Pennsylvania
$5M -$2.53M -50,307 -34%
FVCM
193
F&V Capital Management
Florida
$4.91M +$335K +6,660 +7%
MFG
194
Magnus Financial Group
New York
$4.87M +$364K +7,234 +8%
WWM
195
Western Wealth Management
Colorado
$4.77M -$722K -14,328 -13%
HPC
196
Hobart Private Capital
North Carolina
$4.75M +$397K +7,884 +9%
CAL
197
Capital Analysts LLC
Pennsylvania
$4.73M -$29.7M -590,640 -86%
BCI
198
Brinker Capital Investments
Pennsylvania
$4.63M +$814K +16,172 +21%
FFN
199
Focus Financial Network
Minnesota
$4.48M -$163K -3,240 -4%
WCAMG
200
Woodard & Company Asset Management Group
North Carolina
$4.45M +$256K +5,087 +6%