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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EB
526
Eastern Bank
Massachusetts
$84.8K – – –
EWM
527
EPG Wealth Management
Georgia
$81.7K +$857 +17 +1%
CA
528
CoreCap Advisors
Michigan
$66.6K -$454 -9 -0.7%
FHA
529
First Horizon Advisors
Tennessee
$63.1K +$27.4K +544 +77%
BOJHT
530
Bank of Jackson Hole Trust
Wyoming
$60.3K – – –
CPG
531
Cornerstone Planning Group
New Jersey
$50.5K -$7.16K -142 -12%
VWM
532
Vermillion Wealth Management
Minnesota
$47K +$3.88K +77 +9%
BBHC
533
Brown Brothers Harriman & Co
New York
$39.1K -$107K -2,125 -73%
WSFS
534
Wilmington Savings Fund Society
Delaware
$37.7K -$103K -2,050 -73%
VWWMG
535
Vermillion & White Wealth Management Group
Pennsylvania
$35K – – –
GWSA
536
Global Wealth Strategies & Associates
Colorado
$34.1K -$2.07M -41,148 -98%
EWP
537
Elevation Wealth Partners
California
$33.6K – – –
MBFW
538
Morton Brown Family Wealth
Pennsylvania
$32.5K +$32.5K +645 New
CCM
539
Coldstream Capital Management
Washington
$31.7K +$31.8K +630 New
AWM
540
Atticus Wealth Management
Florida
$29.9K -$44.1K -874 -59%
WF
541
Wayfinding Financial
Washington
$27K +$27.5K +545 New
PB
542
Pinnacle Bancorp
Nebraska
$25K – – –
T
543
Tidemark
California
$22.5K -$68.9K -1,366 -75%
BGAI
544
Bruce G. Allen Investments
Colorado
$21.9K +$202 +4 +0.9%
CIBC Private Wealth Group
545
CIBC Private Wealth Group
Georgia
$18.6K -$13.7K -272 -42%
DJSG
546
D.J. St. Germain
Massachusetts
$16.9K +$16.9K +336 New
GIA
547
GHP Investment Advisors
Colorado
$16K +$15.1K +299 +1,574%
APW
548
Aventura Private Wealth
Florida
$15.4K +$15.4K +306 New
GCM
549
Gables Capital Management
Florida
$15.1K – – –
1IA
550
1620 Investment Advisors
Massachusetts
$14.2K – – –