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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
F4L
201
Fortune 45 LLC
Louisiana
$3.66M -$351K -6,974 -9%
EWM
202
Elmwood Wealth Management
California
$3.59M -$795K -15,779 -18%
CAG
203
Crestwood Advisors Group
Massachusetts
$3.57M +$1.93M +38,270 +117%
PWMG
204
Prestige Wealth Management Group
New Jersey
$3.54M +$14.3K +283 +0.4%
TCA
205
Transcend Capital Advisors
New Jersey
$3.38M -$63.4K -1,258 -2%
TC
206
TownSquare Capital
Utah
$3.37M +$2.84M +56,389 +536%
AF
207
Allworth Financial
California
$3.36M -$625K -12,397 -16%
EWA
208
Etesian Wealth Advisors
Oregon
$3.36M -$804K -15,949 -19%
MSAM
209
Moloney Securities Asset Management
Missouri
$3.31M -$185K -3,666 -5%
MOS
210
MGO One Seven
Ohio
$3.27M +$155K +3,076 +5%
EIA
211
Eldridge Investment Advisors
New Hampshire
$3.14M -$221K -4,387 -7%
EFG
212
Ethos Financial Group
Pennsylvania
$3.12M -$371K -7,354 -11%
GFG
213
Goldstone Financial Group
Illinois
$3.05M +$376K +7,452 +14%
BCI
214
Brinker Capital Investments
Pennsylvania
$2.95M +$419K +8,318 +17%
OPS
215
Orion Portfolio Solutions
Nebraska
$2.95M +$419K +8,318 +17%
CA
216
Calton & Associates
Florida
$2.91M -$9.47M -187,985 -76%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$2.9M +$2.85M +56,606 +5,561%
RL
218
Retireful LLC
Michigan
$2.88M -$86.6K -1,719 -3%
WWM
219
Western Wealth Management
Colorado
$2.88M -$401K -7,947 -12%
GRP
220
Global Retirement Partners
California
$2.85M +$933K +18,514 +48%
AI
221
Atria Investments
North Carolina
$2.76M -$127K -2,513 -4%
UFA
222
US Financial Advisors
Massachusetts
$2.74M +$430K +8,527 +19%
ACM
223
ADAR1 Capital Management
Texas
$2.67M
HA
224
Herold Advisors
New York
$2.66M +$252K +5,005 +10%
GWA
225
GGM Wealth Advisors
Maryland
$2.63M -$352K -6,981 -12%