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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
WT Wealth Management
Arizona
$3.68M -$4.07M -80,817 -53%
WSWA
202
Warren Street Wealth Advisors
California
$3.61M +$2.07M +41,144 +134%
CAG
203
Crestwood Advisors Group
Massachusetts
$3.56M
NA
204
NewEdge Advisors
Louisiana
$3.56M -$390K -7,750 -10%
GWSG
205
GPS Wealth Strategies Group
Colorado
$3.54M +$3.1M +61,653 +696%
EWM
206
Elmwood Wealth Management
California
$3.54M -$41.8K -830 -1%
GFG
207
Goldstone Financial Group
Illinois
$3.5M +$462K +9,174 +15%
NL
208
NWAM LLC
Washington
$3.45M +$3.46M +68,704 New
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$3.35M -$7.59M -150,821 -69%
MC
210
Middleton & Co
Massachusetts
$3.21M -$1.42M -28,270 -31%
FTUS
211
Flow Traders U.S.
New York
$3.19M +$3.2M +63,496 New
MSAM
212
Moloney Securities Asset Management
Missouri
$3.15M -$157K -3,111 -5%
GWP
213
Gateway Wealth Partners
Wisconsin
$3.14M +$1.36M +26,919 +76%
EFG
214
Ethos Financial Group
Pennsylvania
$3.08M -$30.6K -607 -1%
BCI
215
Brinker Capital Investments
Pennsylvania
$3.07M +$126K +2,497 +4%
OPS
216
Orion Portfolio Solutions
Nebraska
$3.07M +$126K +2,497 +4%
SIA
217
SkyView Investment Advisors
New Jersey
$3.04M -$1.34M -26,638 -31%
Truist Financial
218
Truist Financial
North Carolina
$2.91M +$369K +7,328 +14%
AF
219
Allworth Financial
California
$2.88M -$460K -9,138 -14%
PWMG
220
Prestige Wealth Management Group
New Jersey
$2.82M -$714K -14,177 -20%
GRP
221
Global Retirement Partners
California
$2.8M -$46.1K -916 -2%
WWA
222
WCG Wealth Advisors
Nevada
$2.78M -$16.1M -318,898 -85%
HA
223
Herold Advisors
New York
$2.71M +$54K +1,073 +2%
IWP
224
Invenio Wealth Partners
Florida
$2.71M +$84.5K +1,679 +3%
WWM
225
Western Wealth Management
Colorado
$2.59M -$290K -5,756 -10%