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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Advisornet Financial
Minnesota
$115K +$115K +2,288 New
RI
502
Ridgewood Investments
New Jersey
$111K -$10.1K -200 -8%
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$110K -$218K -4,337 -67%
HFM
504
Hartford Financial Management
Connecticut
$104K +$34.6K +687 +50%
SMAM
505
Sugar Maple Asset Management
Wisconsin
$104K +$104K +2,060 New
Fidelity Investments
506
Fidelity Investments
Massachusetts
$92.5K +$17.3K +343 +23%
T
507
Tidemark
California
$91.2K -$98.8K -1,963 -52%
TH
508
TCTC Holdings
Texas
$87.2K
PFBT
509
Parkside Financial Bank & Trust
Missouri
$85.4K +$25K +497 +41%
EB
510
Eastern Bank
Massachusetts
$84.8K +$84.8K +1,685 New
EWM
511
EPG Wealth Management
Georgia
$80.8K +$906 +18 +1%
KIM
512
Kestra Investment Management
Texas
$77.1K +$77.1K +1,532 New
AWM
513
Atticus Wealth Management
Florida
$73.9K +$403 +8 +0.5%
FF
514
Friedenthal Financial
New Jersey
$70.8K -$69.4K -1,379 -49%
CA
515
CoreCap Advisors
Michigan
$67.1K +$8.71K +173 +15%
CP
516
Castleview Partners
Texas
$66.9K +$31.5K +625 +89%
BOJHT
517
Bank of Jackson Hole Trust
Wyoming
$60.3K +$60.3K +1,198 New
PCM
518
Penserra Capital Management
California
$59K -$10.4K -207 -15%
CPG
519
Cornerstone Planning Group
New Jersey
$57.7K +$654 +13 +1%
LIS
520
Legacy Investment Solutions
Idaho
$44.4K +$44.3K +880 New
LWMI
521
Legacy Wealth Management (Idaho)
Idaho
$44.4K +$44.3K +880 New
VWM
522
Vermillion Wealth Management
Minnesota
$43.2K +$43.2K +858 New
CJL
523
Cyrus J. Lawrence
New York
$42K +$42.1K +837 New
CBT
524
CoreFirst Bank & Trust
Kansas
$39.1K +$39.2K +778 New
FHA
525
First Horizon Advisors
Tennessee
$35.7K -$23.2K -460 -39%