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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
226
J.W. Cole Advisors
Florida
$2.56M -$7.77M -154,261 -75%
GWA
227
GGM Wealth Advisors
Maryland
$2.56M -$72.4K -1,438 -3%
RL
228
Retireful LLC
Michigan
$2.5M -$380K -7,545 -13%
MWAM
229
Manhattan West Asset Management
California
$2.5M +$48.6K +966 +2%
ASN
230
Advisory Services Network
Georgia
$2.45M – – –
SFS
231
Sowell Financial Services
Arkansas
$2.42M +$368K +7,306 +18%
FHC
232
First Heartland Consultants
Missouri
$2.4M -$2.89M -57,467 -55%
AI
233
Atria Investments
North Carolina
$2.4M -$355K -7,059 -13%
SAM
234
Smartleaf Asset Management
Massachusetts
$2.35M +$70.4K +1,399 +3%
SF
235
Summit Financial
New Jersey
$2.29M +$122K +2,414 +6%
TFA
236
Transamerica Financial Advisors
Florida
$2.29M +$1.33M +26,502 +139%
PPWP
237
Premier Path Wealth Partners
New Jersey
$2.24M +$5.64K +112 +0.3%
SFS
238
Security Financial Services
Indiana
$2.22M +$165K +3,286 +8%
VBFG
239
Vishria Bird Financial Group
Tennessee
$2.21M -$12.3K -245 -0.6%
NWM
240
Napa Wealth Management
California
$2.21M -$20.1M -399,752 -90%
CPA
241
Clear Point Advisors
New York
$2.18M +$3.02K +60 +0.1%
WP
242
Westmount Partners
California
$2.17M +$16.6K +330 +0.8%
JSL
243
JT Stratford LLC
Georgia
$2.1M +$191K +3,794 +10%
EFG
244
Embree Financial Group
Illinois
$2.07M -$120K -2,392 -5%
CFA
245
Cahill Financial Advisors
Minnesota
$2.04M +$136K +2,694 +7%
SWA
246
Stratos Wealth Advisors
Ohio
$1.98M +$31.8K +631 +2%
AA
247
Addison Advisors
Vermont
$1.93M +$30.1K +597 +2%
MWM
248
Modern Wealth Management
Kansas
$1.93M +$193K +3,826 +11%
EP
249
Edgestream Partners
New Jersey
$1.93M -$94.3K -1,872 -5%
WP
250
WealthShield Partners
North Carolina
$1.91M +$319K +6,333 +20%
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