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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
251
Edgestream Partners
New Jersey
$2.03M +$2.03M +40,255 New
AAS
252
Annex Advisory Services
Wisconsin
$2.02M +$2.03M +40,213 New
SFC
253
Strategic Financial Concepts
Texas
$1.98M +$22M +437,239 +732%
TNBTD
254
Trustmark National Bank Trust Department
Mississippi
$1.96M +$639K +12,685 +48%
SWA
255
Stratos Wealth Advisors
Ohio
$1.95M +$1.95M +38,713 New
JSL
256
JT Stratford LLC
Georgia
$1.91M +$68.4K +1,358 +4%
CFA
257
Cahill Financial Advisors
Minnesota
$1.91M +$473K +9,382 +33%
AA
258
Addison Advisors
Vermont
$1.9M +$6.7K +133 +0.4%
IAN
259
Integrated Advisors Network
Texas
$1.88M -$171K -3,393 -8%
GWP
260
Gateway Wealth Partners
Wisconsin
$1.79M +$48.6K +964 +3%
SC
261
Savant Capital
Illinois
$1.78M +$1.41M +28,052 +384%
UB
262
UMB Bank
Missouri
$1.76M -$6.96K -138 -0.4%
MWM
263
Modern Wealth Management
Kansas
$1.74M +$179K +3,550 +11%
EWA
264
EP Wealth Advisors
California
$1.73M -$147K -2,907 -8%
WMG
265
WESCAP Management Group
California
$1.72M +$1.72M +34,209 New
HI
266
Harbour Investments
Wisconsin
$1.72M -$224K -4,437 -11%
MG
267
Mather Group
Illinois
$1.69M -$809K -16,055 -32%
GC
268
Guidance Capital
Kentucky
$1.69M -$113K -2,248 -6%
MTC
269
Matrix Trust Company
Colorado
$1.67M +$559K +11,085 +50%
NA
270
Nottingham Advisors
New York
$1.66M -$688K -13,661 -29%
CWP
271
Core Wealth Partners
California
$1.65M -$203K -4,032 -11%
BRWA
272
B. Riley Wealth Advisors
Florida
$1.65M -$850K -16,869 -34%
EFG
273
Ehrlich Financial Group
California
$1.63M -$264K -5,247 -14%
WP
274
WealthShield Partners
North Carolina
$1.59M -$854K -16,950 -35%
LWAM
275
Legacy Wealth Asset Management
Minnesota
$1.58M +$309K +6,124 +24%
9 10
11
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