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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
226
Tactive Advisors
Florida
$3.01M -$2.14M -42,502 -42%
BCI
227
Brinker Capital Investments
Pennsylvania
$2.96M -$4.13M -82,024 -58%
OPS
228
Orion Portfolio Solutions
Nebraska
$2.96M -$4.13M -82,024 -58%
OMC
229
Old Mission Capital
Illinois
$2.93M -$644K -12,783 -18%
ASN
230
Advisory Services Network
Georgia
$2.92M +$89.3K +1,773 +3%
EFA
231
Evernest Financial Advisors
Indiana
$2.87M +$2.88M +57,095 New
PA
232
Procyon Advisors
Connecticut
$2.82M -$7.87M -156,267 -74%
ACM
233
ADAR1 Capital Management
Texas
$2.81M +$2.82M +56,000 New
RA
234
RFG Advisory
Alabama
$2.73M +$329K +6,537 +14%
SAM
235
Smartleaf Asset Management
Massachusetts
$2.73M +$2.73M +54,276 New
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$2.72M -$437K -8,667 -14%
JSL
237
JT Stratford LLC
Georgia
$2.69M -$44.1K -876 -2%
EFG
238
Embree Financial Group
Illinois
$2.63M +$2.63M +52,255 New
SWM
239
Segment Wealth Management
Texas
$2.57M -$234K -4,644 -8%
WP
240
Westmount Partners
California
$2.56M -$1.31M -26,049 -34%
IAN
241
Integrated Advisors Network
Texas
$2.55M -$150K -2,976 -6%
CRWM
242
Castle Rock Wealth Management
California
$2.5M -$2.67M -53,071 -52%
MG
243
Mather Group
Illinois
$2.5M -$1.01M -20,121 -29%
EFG
244
Ehrlich Financial Group
California
$2.45M +$2.46M +48,804 New
WP
245
WealthSource Partners
California
$2.45M +$911K +18,089 +59%
TFGT
246
TS Financial Group (TSFG)
Illinois
$2.42M +$2.43M +48,164 +240,820%
TI
247
Tidal Investments
Wisconsin
$2.42M -$1.45M -28,825 -37%
WAG
248
Wallace Advisory Group
California
$2.41M -$293K -5,817 -11%
CIAS
249
Capital Investment Advisory Services
North Carolina
$2.4M +$250K +4,961 +12%
KW
250
KWB Wealth
California
$2.38M +$2.39M +47,395 New
8 9
10
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