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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
226
Western Wealth Management
Colorado
$2.79M +$1.83M +36,249 +189%
JSL
227
JT Stratford LLC
Georgia
$2.74M +$2.75M +54,470 New
BWP
228
Bernardo Wealth Planning
Pennsylvania
$2.73M +$180K +3,566 +7%
WAG
229
Wallace Advisory Group
California
$2.7M -$1.12M -22,309 -29%
IAN
230
Integrated Advisors Network
Texas
$2.7M +$28.4K +563 +1%
AI
231
Atria Investments
North Carolina
$2.68M +$656K +13,014 +32%
IWP
232
Invenio Wealth Partners
Florida
$2.65M +$798K +15,836 +43%
CSPAM
233
Cary Street Partners Asset Management
Virginia
$2.63M -$564K -11,191 -18%
UFA
234
US Financial Advisors
Massachusetts
$2.6M +$2.38M +47,292 +1,099%
BRWA
235
B. Riley Wealth Advisors
Florida
$2.5M -$45.2K -897 -2%
PPP
236
Private Portfolio Partners
New Jersey
$2.49M +$1.02M +20,251 +69%
AFP
237
Ausdal Financial Partners
Iowa
$2.48M +$777K +15,415 +45%
AWM
238
Avaii Wealth Management
Wisconsin
$2.45M +$1.28M +25,356 +109%
AWAU
239
Alliance Wealth Advisors (Utah)
Utah
$2.42M +$278K +5,525 +13%
RA
240
RFG Advisory
Alabama
$2.41M +$711K +14,117 +42%
EWA
241
EP Wealth Advisors
California
$2.38M -$13.3M -264,120 -85%
NL
242
NWAM LLC
Washington
$2.34M -$66.2K -1,314 -3%
VBFG
243
Vishria Bird Financial Group
Tennessee
$2.25M +$18.1K +360 +0.8%
SFS
244
Security Financial Services
Indiana
$2.24M +$2.25M +44,573 New
CWP
245
Core Wealth Partners
California
$2.24M +$67.7K +1,344 +3%
TWM
246
TMD Wealth Management
Arizona
$2.21M +$2.22M +44,000 New
AG
247
Ascent Group
Virginia
$2.21M +$226K +4,491 +11%
MPW
248
Melone Private Wealth
Michigan
$2.2M +$579K +11,490 +36%
CIAS
249
Capital Investment Advisory Services
North Carolina
$2.15M +$1.09M +21,571 +102%
FA
250
Fermata Advisors
California
$2.08M +$21.7K +431 +1%
8 9
10
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