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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$157K +$102K +2,020 +184%
NWS
527
Nvest Wealth Strategies
Ohio
$150K +$150K +2,987 New
LWMI
528
Legacy Wealth Management (Idaho)
Idaho
$148K +$604 +12 +0.4%
ACA
529
Atlas Capital Advisors
Wyoming
$120K +$120K +2,378 New
Fifth Third Bancorp
530
Fifth Third Bancorp
Ohio
$107K +$9.06K +180 +9%
US Bancorp
531
US Bancorp
Minnesota
$106K -$309K -6,142 -74%
SWM
532
SHP Wealth Management
Massachusetts
$103K +$103K +2,052 New
TH
533
TCTC Holdings
Texas
$87.2K
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$85.5K -$7.15K -142 -8%
EWM
535
EPG Wealth Management
Georgia
$84.2K +$805 +16 +1%
Fidelity Investments
536
Fidelity Investments
Massachusetts
$77.7K -$81K -1,609 -51%
Bessemer Group
537
Bessemer Group
New Jersey
$70K
CTC
538
Central Trust Company
Missouri
$65K -$84.8K -1,684 -57%
CA
539
CoreCap Advisors
Michigan
$63.1K
FHC
540
First Horizon Corporation
Tennessee
$63.1K
CI
541
CX Institutional
Indiana
$63K +$62.9K +1,250 New
PFBT
542
Parkside Financial Bank & Trust
Missouri
$60.4K -$25K -497 -29%
BOJHT
543
Bank of Jackson Hole Trust
Wyoming
$60.3K
CPG
544
Cornerstone Planning Group
New Jersey
$52K +$48.4K +961 +1,354%
SAG
545
SageView Advisory Group
California
$50.3K +$50.3K +1,000 New
VWWMG
546
Vermillion & White Wealth Management Group
Pennsylvania
$35K
AUB
547
Atlantic Union Bankshares
Virginia
$29.9K
LC
548
Luminist Capital
Michigan
$28.4K -$338K -6,707 -92%
CAL
549
Capital Advisors Ltd
Ohio
$27K -$585K -11,616 -95%
CWIG
550
Chung Wu Investment Group
Texas
$25.2K -$50.3K -1,000 -67%