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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$6.96M +$1.46M +28,960 +27%
TCWM
177
Total Clarity Wealth Management
Illinois
$6.9M +$3.17K +63 +0%
KWM
178
Kingsview Wealth Management
Oregon
$6.89M -$67.1K -1,332 -1%
Wealthfront Advisers
179
Wealthfront Advisers
California
$6.83M +$1.86M +36,997 +37%
CWM
180
Cabot Wealth Management
Massachusetts
$6.7M +$521K +10,343 +8%
CIAS
181
Capital Investment Advisory Services
North Carolina
$6.53M +$317K +6,287 +5%
DADC
182
D.A. Davidson & Co
Montana
$6.49M -$15.5K -307 -0.2%
BWS
183
BFI Wealth Solutions
Texas
$6.44M -$4.97M -98,547 -44%
DF
184
Daviman Financial
Indiana
$6.19M
TC
185
Town Capital
Maryland
$6.14M +$1.33M +26,455 +28%
AFG
186
Atomi Financial Group
New York
$6.02M +$4.5M +89,379 +297%
GWP
187
Gateway Wealth Partners
Wisconsin
$5.94M +$2.96M +58,658 +99%
WSWA
188
Warren Street Wealth Advisors
California
$5.88M -$130K -2,572 -2%
IA
189
IFP Advisors
Florida
$5.86M +$3.56M +70,648 +154%
FVCM
190
F&V Capital Management
Florida
$5.82M +$1.16M +23,065 +25%
CC
191
Cypress Capital
Tennessee
$5.72M -$22.8M -452,416 -80%
TCM
192
TD Capital Management
Tennessee
$5.72M -$1.48M -29,393 -21%
RCS
193
Retirement Capital Strategies
California
$5.66M +$3.08M +61,159 +119%
IWA
194
Independent Wealth Advisors
North Carolina
$5.61M -$1.28M -25,326 -19%
GWM
195
Greenwich Wealth Management
Connecticut
$5.6M +$1.2M +23,841 +27%
AWA
196
Argo Wealth Advisory
Virginia
$5.59M +$301K +5,970 +6%
HPC
197
Hobart Private Capital
North Carolina
$5.55M +$283K +5,621 +5%
SLC
198
Second Line Capital
Louisiana
$5.49M +$601K +11,928 +12%
FF
199
Friedenthal Financial
New Jersey
$5.44M +$4.29M +85,161 +372%
CAL
200
Capital Analysts LLC
Pennsylvania
$5.43M +$700K +13,895 +15%