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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
476
Trademark Financial Management
Minnesota
$263K -$267K -5,295 -50%
EB
477
Eastern Bank
Massachusetts
$263K – – –
S
478
SignatureFD
Georgia
$258K +$3.32K +66 +1%
AC
479
Avestar Capital
New York
$258K +$7.6K +151 +3%
BWP
480
Baldwin Wealth Partners
Massachusetts
$252K – – –
LSA
481
L & S Advisors
California
$251K – – –
VAG
482
VisionPoint Advisory Group
Texas
$251K +$504 +10 +0.2%
CIA
483
Capital Investment Advisors
Georgia
$247K +$248K +4,923 New
KFGK
484
Keystone Financial Group (Kentucky)
Kentucky
$242K +$2.57K +51 +1%
Barclays
485
Barclays
United Kingdom
$241K +$242K +4,800 New
WMN
486
Wealth Management Nebraska
Nebraska
$234K – – –
CB
487
Commerce Bank
Missouri
$234K – – –
WCFA
488
Walkner Condon Financial Advisors
Wisconsin
$234K -$210K -4,165 -47%
DWM
489
Diversify Wealth Management
Utah
$232K – – –
RWM
490
Revisor Wealth Management
Ohio
$228K -$5.69K -113 -2%
Corient Private Wealth
491
Corient Private Wealth
Florida
$222K +$223K +4,420 New
CRC
492
Curi RMB Capital
Illinois
$216K -$151K -2,990 -41%
BFA
493
Brown Financial Advisory
Alabama
$207K -$27.2K -540 -12%
LMKC
494
L.M. Kohn & Company
Ohio
$207K -$4.09M -81,134 -95%
PP
495
Prudential plc
United Kingdom
$201K – – –
MWM
496
Maridea Wealth Management
New York
$201K -$124K -2,467 -38%
WWM
497
Whalen Wealth Management
Nevada
$200K -$614K -12,184 -75%
BTI
498
Blue Trust Inc
Georgia
$191K – – –
BBHC
499
Brown Brothers Harriman & Co
New York
$189K +$189K +3,750 New
JFGIW
500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K – – –