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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FVCM
201
F&V Capital Management
Florida
$4.58M +$4.58M +90,990 New
PAS
202
Park Avenue Securities
New York
$4.58M +$558K +11,075 +14%
MFG
203
Magnus Financial Group
New York
$4.51M +$256K +5,077 +6%
FGA
204
Fortis Group Advisors
New Jersey
$4.44M -$66.8K -1,326 -1%
SG
205
StoneX Group
New York
$4.43M +$541K +10,743 +14%
VPF
206
Vantage Point Financial
Illinois
$4.42M -$1.46M -28,949 -25%
HPC
207
Hobart Private Capital
North Carolina
$4.36M +$510K +10,117 +13%
OC
208
Optima Capital
Oregon
$4.33M -$955K -18,968 -18%
CL
209
CIM LLC
New York
$4.32M +$70.2K +1,393 +2%
Natixis Advisors
210
Natixis Advisors
Massachusetts
$4.32M -$962K -19,089 -18%
LMKC
211
L.M. Kohn & Company
Ohio
$4.29M -$748K -14,847 -15%
Wealthfront Advisers
212
Wealthfront Advisers
California
$4.27M +$978K +19,410 +30%
LAS
213
LWM Advisory Services
Florida
$4.22M +$84K +1,668 +2%
MSAM
214
Moloney Securities Asset Management
Missouri
$4.22M +$1.65M +32,754 +64%
AWE
215
Avidian Wealth Enterprises
Texas
$4.21M -$1.97K -39 -0%
WCAMG
216
Woodard & Company Asset Management Group
North Carolina
$4.19M +$96.1K +1,907 +2%
AAS
217
Ameritas Advisory Services
Nebraska
$4.18M -$1.96M -38,911 -32%
KWM
218
Keebeck Wealth Management
Illinois
$4.08M -$2.69M -53,415 -40%
CW
219
CreativeOne Wealth
Kansas
$3.88M -$1.45M -28,798 -27%
AF
220
Allworth Financial
California
$3.87M -$2.22K -44 -0.1%
GRP
221
Global Retirement Partners
California
$3.84M +$3.84M +76,284 New
BCI
222
Brinker Capital Investments
Pennsylvania
$3.82M +$305K +6,064 +9%
AFM
223
Aspetuck Financial Management
Connecticut
$3.73M -$207K -4,111 -5%
GC
224
GatePass Capital
Ohio
$3.67M +$2.98M +59,250 +434%
IIA
225
Integrity Investment Advisors
Colorado
$3.64M -$51.4K -1,021 -1%