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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
251
Professional Financial Advisors
Nebraska
$2.61M +$765K +15,196 +42%
IA
252
IFP Advisors
Florida
$2.6M -$1.29M -25,553 -33%
MA
253
MBA Advisors
Pennsylvania
$2.58M -$2.02M -40,111 -44%
EFG
254
Ethos Financial Group
Pennsylvania
$2.56M -$517K -10,261 -17%
CPA
255
Clear Point Advisors
New York
$2.5M +$33K +655 +1%
CCA
256
Cobblestone Capital Advisors
New York
$2.49M +$61.2K +1,214 +3%
TNBTD
257
Trustmark National Bank Trust Department
Mississippi
$2.45M +$23.5K +466 +1%
JWCA
258
J.W. Cole Advisors
Florida
$2.34M -$3.91M -77,575 -63%
PFA
259
Portland Financial Advisors
New York
$2.31M +$68.5K +1,360 +3%
PPWP
260
Premier Path Wealth Partners
New Jersey
$2.3M -$84.8K -1,683 -4%
CFS
261
Compass Financial Services
Iowa
$2.3M +$1.31M +25,991 +132%
AWM
262
Avaii Wealth Management
Wisconsin
$2.29M +$926K +18,375 +68%
PPW
263
Pasadena Private Wealth
California
$2.28M +$69.6K +1,381 +3%
RWM
264
Riverchase Wealth Management
Texas
$2.22M -$350K -6,955 -14%
SFS
265
Sowell Financial Services
Arkansas
$2.22M -$405K -8,041 -15%
RCS
266
Retirement Capital Strategies
California
$2.22M +$1.7M +33,715 +325%
EP
267
Edgestream Partners
New Jersey
$2.2M +$273K +5,417 +14%
CMMS
268
Comprehensive Money Management Services
Florida
$2.19M +$871K +17,300 +66%
VBFG
269
Vishria Bird Financial Group
Tennessee
$2.17M -$31.7K -629 -1%
GAA
270
Global Assets Advisory
Florida
$2.17M -$5.09M -101,111 -70%
BCG
271
Bravias Capital Group
New Jersey
$2.16M +$162K +3,207 +8%
WP
272
Westmount Partners
California
$2.15M -$13.8K -273 -0.6%
WP
273
WealthShield Partners
North Carolina
$2.14M -$73.8K -1,465 -3%
GFG
274
Goldstone Financial Group
Illinois
$2.08M -$1.64M -32,519 -44%
PDL
275
Portfolio Design Labs
California
$2.06M +$2.06M +40,937 New
9 10
11
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