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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Spire Wealth Management
Virginia
$65.5K +$65.5K +1,300 New
CA
552
CoreCap Advisors
Michigan
$65K -$10K -199 -13%
FHC
553
First Horizon Corporation
Tennessee
$63.1K – – –
CI
554
CX Institutional
Indiana
$63K – – –
PFBT
555
Parkside Financial Bank & Trust
Missouri
$60.4K – – –
NB
556
NBH Bank
Colorado
$60.3K +$60.4K +1,198 New
CT
557
Caldwell Trust
Florida
$55.4K +$55.4K +1,100 New
BlackRock
558
BlackRock
New York
$54K – – –
CPG
559
Cornerstone Planning Group
New Jersey
$53.1K -$1.11K -22 -2%
PMFA
560
Plante Moran Financial Advisors
Michigan
$46.5K +$46.5K +923 New
UBS AM
561
UBS AM
Illinois
$46K – – –
FDW
562
Fourth Dimension Wealth
Ohio
$45.4K -$1.1M -21,782 -96%
JWM
563
JPL Wealth Management
Colorado
$31.8K +$31.8K +631 New
AUB
564
Atlantic Union Bankshares
Virginia
$31.7K +$1.76K +35 +6%
FG
565
Fairman Group
Pennsylvania
$29.7K +$29.7K +590 New
ICCON
566
Investment Counsel Company of Nevada
Nevada
$29.2K +$29.2K +579 New
LC
567
Luminist Capital
Michigan
$28.6K +$28.6K +568 New
CWIG
568
Chung Wu Investment Group
Texas
$25.2K – – –
CIAS
569
CBIZ Investment Advisory Services
Ohio
$22.9K – – –
SIM
570
Synergy Investment Management
Florida
$19.5K +$101 +2 +0.5%
KFG
571
Kingdom Financial Group
Arizona
$18.5K -$128K -2,548 -87%
VWM
572
Vermillion Wealth Management
Minnesota
$17K +$151 +3 +0.9%
C
573
Covestor
United Kingdom
$17K +$1.41K +28 +9%
GIA
574
GHP Investment Advisors
Colorado
$16K – – –
APW
575
Aventura Private Wealth
Florida
$15.4K – – –