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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
Waverly Advisors
Alabama
$4.29M -$801K -15,904 -16%
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$4.28M +$89.2K +1,771 +2%
WCAMG
203
Woodard & Company Asset Management Group
North Carolina
$4.24M -$9.52M -189,044 -69%
BA
204
BIP Alliance
Georgia
$4.23M +$4.24M +84,141 New
SMG
205
Smart Money Group
Texas
$4.23M +$451K +8,961 +12%
CL
206
CIM LLC
New York
$4.16M +$74.8K +1,485 +2%
AFM
207
Aspetuck Financial Management
Connecticut
$4.08M +$4.09M +81,177 New
AF
208
Allworth Financial
California
$4.07M +$1.17M +23,178 +40%
HFA
209
Hershey Financial Advisers
Pennsylvania
$3.97M +$3.97M +78,893 New
Baird Financial Group
210
Baird Financial Group
Wisconsin
$3.93M -$5.78M -114,732 -60%
LMKC
211
L.M. Kohn & Company
Ohio
$3.91M -$2.42M -48,022 -38%
GSEP
212
Golden State Equity Partners
California
$3.81M -$613K -12,182 -14%
PPP
213
Private Portfolio Partners
New Jersey
$3.8M -$115K -2,290 -3%
HPC
214
Hobart Private Capital
North Carolina
$3.79M -$1.82M -36,191 -32%
NA
215
NewEdge Advisors
Louisiana
$3.78M +$216K +4,294 +6%
GWSG
216
GPS Wealth Strategies Group
Colorado
$3.77M +$226K +4,484 +6%
Wealthfront Advisers
217
Wealthfront Advisers
California
$3.77M -$24.6K -488 -0.6%
WWM
218
WT Wealth Management
Arizona
$3.77M +$93.1K +1,849 +3%
RL
219
Retireful LLC
Michigan
$3.76M +$1.26M +25,001 +50%
GFG
220
Goldstone Financial Group
Illinois
$3.66M +$156K +3,094 +4%
MCC
221
Money Concepts Capital
Florida
$3.64M -$2.43M -48,210 -40%
WSWA
222
Warren Street Wealth Advisors
California
$3.57M -$52K -1,032 -1%
SG
223
StoneX Group
New York
$3.56M +$1.14M +22,703 +47%
Comerica Bank
224
Comerica Bank
Texas
$3.53M -$198K -3,932 -5%
MSAM
225
Moloney Securities Asset Management
Missouri
$3.47M +$311K +6,176 +10%