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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
201
Sweet Financial Partners
Minnesota
$3.7M -$75.3K -1,495 -2%
TCA
202
Transcend Capital Advisors
New Jersey
$3.61M -$352K -6,993 -9%
Truist Financial
203
Truist Financial
North Carolina
$3.59M -$3.83M -76,101 -52%
VWM
204
Venturi Wealth Management
Texas
$3.54M -$8.17M -162,230 -70%
FA
205
FDx Advisors
Illinois
$3.53M -$133K -2,634 -4%
SFG
206
StrategIQ Financial Group
Indiana
$3.52M +$58.6K +1,164 +2%
GM
207
GeoWealth Management
Illinois
$3.5M +$3.27M +64,877 +1,352%
BWP
208
Bernardo Wealth Planning
Pennsylvania
$3.48M +$759K +15,076 +28%
DA
209
Detalus Advisors
Missouri
$3.45M -$168K -3,333 -5%
KFGK
210
Keystone Financial Group (Kentucky)
Kentucky
$3.36M -$14.7M -292,448 -81%
EIA
211
Eldridge Investment Advisors
New Hampshire
$3.35M -$372K -7,387 -10%
AI
212
Atria Investments
North Carolina
$3.33M +$651K +12,927 +24%
PFA
213
Professional Financial Advisors
Nebraska
$3.29M +$368K +7,313 +13%
FAIM
214
Financial Advocates Investment Management
Washington
$3.26M -$137K -2,711 -4%
MOS
215
MGO One Seven
Ohio
$3.21M -$2.33M -46,254 -42%
UFA
216
US Financial Advisors
Massachusetts
$3.17M +$579K +11,503 +22%
HI
217
Harbour Investments
Wisconsin
$3.16M -$69K -1,370 -2%
MSAM
218
Moloney Securities Asset Management
Missouri
$3.15M +$2.27M +45,096 +256%
WWM
219
Western Wealth Management
Colorado
$3.12M +$341K +6,779 +12%
MA
220
MBA Advisors
Pennsylvania
$3.06M +$102K +2,023 +3%
Brown Advisory
221
Brown Advisory
Maryland
$3.06M -$955K -18,951 -24%
IWP
222
Invenio Wealth Partners
Florida
$3.04M +$395K +7,840 +15%
UB
223
UMB Bank
Missouri
$3.04M -$6.71M -133,302 -69%
HGWM
224
Horst & Graben Wealth Management
Oregon
$3.03M +$3.04M +60,319 New
WIM
225
WealthPlan Investment Management
Nebraska
$3.02M +$3.03M +60,184 New