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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
526
Blue Trust Inc
Georgia
$191K
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K +$5.9K +117 +3%
National Bank of Canada
528
National Bank of Canada
Quebec, Canada
$172K -$1.09M -21,554 -86%
CFD
529
Creative Financial Designs
Indiana
$151K -$5.74K -114 -4%
TWC
530
TD Waterhouse Canada
Ontario, Canada
$150K -$89.8K -1,783 -38%
IWP
531
IAG Wealth Partners
Wisconsin
$149K -$287K -5,705 -66%
LWMI
532
Legacy Wealth Management (Idaho)
Idaho
$148K +$605 +12 +0.4%
KFG
533
Kingdom Financial Group
Arizona
$147K -$75.5K -1,499 -34%
LAS
534
Lloyd Advisory Services
Georgia
$147K +$147K +2,916 New
NWS
535
Nvest Wealth Strategies
Ohio
$146K -$3.88K -77 -3%
MM
536
Main Management
California
$140K -$21.8K -433 -13%
GM
537
GeoWealth Management
Illinois
$130K +$130K +2,581 New
ACA
538
Atlas Capital Advisors
Wyoming
$120K
US Bancorp
539
US Bancorp
Minnesota
$106K
SWM
540
SHP Wealth Management
Massachusetts
$103K
CTC
541
Central Trust Company
Missouri
$100K +$35.3K +700 +54%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$85.6K
Fidelity Investments
543
Fidelity Investments
Massachusetts
$85.6K +$7.81K +155 +10%
EWM
544
EPG Wealth Management
Georgia
$85K +$756 +15 +0.9%
PNC Financial Services Group
545
PNC Financial Services Group
Pennsylvania
$76.6K +$76.7K +1,522 New
CA
546
CoreCap Advisors
Michigan
$75K +$11.9K +237 +19%
MWA
547
Merkkuri Wealth Advisors
New York
$70.3K +$70.3K +1,396 New
FHC
548
First Horizon Corporation
Tennessee
$63.1K
CI
549
CX Institutional
Indiana
$63K
PFBT
550
Parkside Financial Bank & Trust
Missouri
$60.4K