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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
401
Mesirow Financial Investment Management
Illinois
$366K +$1.16K +23 +0.3%
SAM
402
Synergy Asset Management
Washington
$359K +$360K +7,142 New
S
403
SignatureFD
Georgia
$347K -$28.7K -570 -8%
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
$346K -$412K -8,172 -54%
LGWM
405
Litman Gregory Wealth Management
California
$337K +$337K +6,692 New
VCM
406
Virtue Capital Management
Tennessee
$331K +$331K +6,566 New
CB
407
Community Bank
New York
$331K -$53.4K -1,059 -14%
GI
408
Gradient Investments
Minnesota
$329K +$325K +6,456 +8,070%
WIM
409
Westside Investment Management
California
$327K
CL
410
Choreo LLC
Illinois
$327K +$327K +6,494 New
IAS
411
Insigneo Advisory Services
Florida
$315K +$315K +6,258 New
SFPG
412
Stonebridge Financial Planning Group
Florida
$314K -$55.4K -1,100 -15%
Creative Planning
413
Creative Planning
Kansas
$314K +$315K +6,242 New
RJT
414
Raymond James Trust
Florida
$308K
RWA
415
Redmont Wealth Advisors
Illinois
$305K +$18.5K +367 +6%
CAM
416
Creekmur Asset Management
Illinois
$300K -$57.4K -1,138 -16%
SSWM
417
Sheets Smith Wealth Management
North Carolina
$299K +$300K +5,948 New
KV
418
Kickstand Ventures
New York
$295K -$361K -7,167 -55%
VBFP
419
Valtinson Bruner Financial Planning
Minnesota
$295K -$40.2K -798 -12%
BTI
420
Blue Trust Inc
Georgia
$291K
SW
421
Simplicity Wealth
New Jersey
$287K +$22K +437 +8%
LBC
422
Lowe Brockenbrough & Co
Virginia
$280K -$32K -635 -10%
MM
423
Main Management
California
$279K -$13.9K -275 -5%
CA
424
Continuum Advisory
Idaho
$278K
PFG
425
Peterson Financial Group
Iowa
$276K +$277K +5,495 New