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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
526
Vermillion & White Wealth Management Group
Pennsylvania
$35K
EWP
527
Elevation Wealth Partners
California
$33.6K +$33.6K +667 New
CIBC Private Wealth Group
528
CIBC Private Wealth Group
Georgia
$32.3K -$636K -12,631 -95%
C
529
Covestor
United Kingdom
$31K +$13K +258 +74%
LC
530
Luminist Capital
Michigan
$26.7K +$26.7K +530 New
PB
531
Pinnacle Bancorp
Nebraska
$25K
DF
532
Dunhill Financial
United Kingdom
$24.6K -$20.7K -412 -46%
BGAI
533
Bruce G. Allen Investments
Colorado
$21.7K -$18.8K -374 -46%
GCM
534
Gables Capital Management
Florida
$15.1K -$15.5K -307 -51%
1IA
535
1620 Investment Advisors
Massachusetts
$14.2K +$14.2K +282 New
CAIM
536
Catherine Avery Investment Management
Florida
$12.5K +$12.5K +248 New
PGAM
537
Princeton Global Asset Management
New Jersey
$10.1K
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$10.1K +$10.1K +200 New
HWP
539
Highline Wealth Partners
California
$9.82K +$101 +2 +1%
TFGT
540
TS Financial Group (TSFG)
Illinois
$7K -$220K -4,380 -97%
SWM
541
Spire Wealth Management
Virginia
$6.98K +$101 +2 +1%
OC
542
Oarsman Capital
Wisconsin
$6.79K
HNB
543
Huntington National Bank
Ohio
$6.54K
CFO
544
CVA Family Office
Colorado
$6.29K -$1.43M -28,402 -100%
NFSG
545
Newbridge Financial Services Group
Florida
$5.99K
TPCW
546
TD Private Client Wealth
New York
$3.62K -$2.62K -52 -42%
FWM
547
FLP Wealth Management
Arkansas
$3.52K +$3.52K +70 New
CFG
548
Copley Financial Group
California
$3.47K -$6.49K -129 -65%
CAS
549
Coppell Advisory Solutions
Texas
$3.47K
PMFA
550
Plante Moran Financial Advisors
Michigan
$3.42K