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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
276
Cahill Financial Advisors
Minnesota
$1.99M -$51.9K -1,030 -3%
CCA
277
Cobblestone Capital Advisors
New York
$1.99M +$146K +2,896 +8%
JWCA
278
J.W. Cole Advisors
Florida
$1.96M -$602K -11,963 -23%
EP
279
Edgestream Partners
New Jersey
$1.93M – – –
AIM
280
Advyzon Investment Management
Illinois
$1.92M +$1.92M +38,128 New
FA
281
Fermata Advisors
California
$1.88M -$31.8K -631 -2%
BCG
282
Bravias Capital Group
New Jersey
$1.87M +$1.87M +37,073 New
AA
283
Addison Advisors
Vermont
$1.84M -$94.3K -1,874 -5%
PIWA
284
Prevail Innovative Wealth Advisors
Kansas
$1.83M -$3.25M -64,488 -64%
IAN
285
Integrated Advisors Network
Texas
$1.81M +$63.3K +1,258 +4%
EFH
286
Eaton Financial Holdings
Florida
$1.77M -$8.03M -159,566 -82%
WMG
287
WESCAP Management Group
California
$1.74M – – –
TWP
288
Triad Wealth Partners
Kansas
$1.71M +$1.71M +33,965 New
SC
289
Savant Capital
Illinois
$1.71M -$7.65K -152 -0.4%
IWP
290
IAG Wealth Partners
Wisconsin
$1.7M +$1.03M +20,443 +154%
NWM
291
Napa Wealth Management
California
$1.7M -$512K -10,172 -23%
EFG
292
Embree Financial Group
Illinois
$1.69M -$389K -7,722 -19%
ICP
293
Impact Capital Partners
Colorado
$1.68M +$1.69M +33,476 New
PWMAG
294
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$893K +17,731 +119%
SEIA
295
Signature Estate & Investment Advisors
California
$1.64M +$947K +18,815 +136%
CMMS
296
Comprehensive Money Management Services
Florida
$1.64M +$1.64M +32,599 New
LWAM
297
Legacy Wealth Asset Management
Minnesota
$1.62M +$18.8K +373 +1%
GS
298
GTS Securities
Florida
$1.62M +$64.6K +1,284 +4%
GC
299
Guidance Capital
Kentucky
$1.61M +$7.1K +141 +0.4%
LAS
300
LWM Advisory Services
Florida
$1.6M +$1.6M +31,882 New
10 11
12
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