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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
526
LFG Wealth Partners
Kentucky
$201K +$201K +3,984 New
BTI
527
Blue Trust Inc
Georgia
$191K – – –
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K +$5.9K +117 +3%
National Bank of Canada
529
National Bank of Canada
Quebec, Canada
$172K -$1.09M -21,554 -86%
CFD
530
Creative Financial Designs
Indiana
$151K -$5.74K -114 -4%
TWC
531
TD Waterhouse Canada
Ontario, Canada
$150K -$89.8K -1,783 -38%
IWP
532
IAG Wealth Partners
Wisconsin
$149K -$287K -5,705 -66%
LWMI
533
Legacy Wealth Management (Idaho)
Idaho
$148K +$605 +12 +0.4%
KFG
534
Kingdom Financial Group
Arizona
$147K -$75.5K -1,499 -34%
LAS
535
Lloyd Advisory Services
Georgia
$147K +$147K +2,916 New
NWS
536
Nvest Wealth Strategies
Ohio
$146K -$3.88K -77 -3%
MM
537
Main Management
California
$140K -$21.8K -433 -13%
GM
538
GeoWealth Management
Illinois
$130K +$130K +2,581 New
ACA
539
Atlas Capital Advisors
Wyoming
$120K – – –
US Bancorp
540
US Bancorp
Minnesota
$106K – – –
SWM
541
SHP Wealth Management
Massachusetts
$103K – – –
CTC
542
Central Trust Company
Missouri
$100K +$35.3K +700 +54%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$85.6K – – –
Fidelity Investments
544
Fidelity Investments
Massachusetts
$85.6K +$7.81K +155 +10%
EWM
545
EPG Wealth Management
Georgia
$85K +$756 +15 +0.9%
PNC Financial Services Group
546
PNC Financial Services Group
Pennsylvania
$76.6K +$76.7K +1,522 New
CA
547
CoreCap Advisors
Michigan
$75K +$11.9K +237 +19%
MWA
548
Merkkuri Wealth Advisors
New York
$70.3K +$70.3K +1,396 New
FHC
549
First Horizon Corporation
Tennessee
$63.1K – – –
CI
550
CX Institutional
Indiana
$63K – – –