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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
551
First Horizon Corporation
Tennessee
$63.1K
CI
552
CX Institutional
Indiana
$63K
NB
553
NBH Bank
Colorado
$60.3K +$60.4K +1,198 New
CT
554
Caldwell Trust
Florida
$55.4K +$55.4K +1,100 New
BlackRock
555
BlackRock
New York
$54K
CPG
556
Cornerstone Planning Group
New Jersey
$53.1K -$1.11K -22 -2%
PMFA
557
Plante Moran Financial Advisors
Michigan
$46.5K +$46.5K +923 New
UBS AM
558
UBS AM
Illinois
$46K
FDW
559
Fourth Dimension Wealth
Ohio
$45.4K -$1.1M -21,782 -96%
JWM
560
JPL Wealth Management
Colorado
$31.8K +$31.8K +631 New
AUB
561
Atlantic Union Bankshares
Virginia
$31.7K +$1.76K +35 +6%
FG
562
Fairman Group
Pennsylvania
$29.7K +$29.7K +590 New
ICCON
563
Investment Counsel Company of Nevada
Nevada
$29.2K +$29.2K +579 New
LC
564
Luminist Capital
Michigan
$28.6K +$28.6K +568 New
CWIG
565
Chung Wu Investment Group
Texas
$25.2K
CIAS
566
CBIZ Investment Advisory Services
Ohio
$22.9K
SIM
567
Synergy Investment Management
Florida
$19.5K +$101 +2 +0.5%
KFG
568
Kingdom Financial Group
Arizona
$18.5K -$128K -2,548 -87%
VWM
569
Vermillion Wealth Management
Minnesota
$17K +$151 +3 +0.9%
C
570
Covestor
United Kingdom
$17K +$1.41K +28 +9%
GIA
571
GHP Investment Advisors
Colorado
$16K
APW
572
Aventura Private Wealth
Florida
$15.4K
GCM
573
Gables Capital Management
Florida
$15.1K
AW
574
Avion Wealth
Texas
$15K +$6.7K +133 +80%
1IA
575
1620 Investment Advisors
Massachusetts
$14.2K