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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
326
PFG Investments
New York
$1.53M -$134K -2,654 -8%
IAN
327
Integrated Advisors Network
Texas
$1.53M -$75.2K -1,492 -5%
RCS
328
R2 Capital Strategies
Nebraska
$1.49M +$1.49M +29,540 New
HA
329
Herold Advisors
New York
$1.48M -$409K -8,116 -22%
DWM
330
Defined Wealth Management
Oregon
$1.47M +$954K +18,934 +185%
WIA
331
World Investment Advisors
California
$1.47M -$18.1K -359 -1%
FSA
332
Financial Services Advisory
Maryland
$1.45M +$1.06M +20,974 +266%
RFA
333
Resurgent Financial Advisors
Georgia
$1.43M -$401K -7,961 -22%
SC
334
Sierra Capital
Florida
$1.41M – – –
CL
335
Choreo LLC
Illinois
$1.41M +$589K +11,698 +72%
AWM
336
Avaii Wealth Management
Wisconsin
$1.41M -$622K -12,339 -31%
AWA
337
Authentikos Wealth Advisory
California
$1.4M -$139K -2,765 -9%
AFG
338
Atomi Financial Group
New York
$1.39M -$4.63M -91,839 -77%
BFG
339
Berger Financial Group
Minnesota
$1.39M -$27.6K -548 -2%
FZCM
340
Flynn Zito Capital Management
New York
$1.38M +$41.1K +816 +3%
AA
341
Ascent Advisors
Minnesota
$1.38M +$1.38M +27,473 New
VPW
342
Vericrest Private Wealth
Pennsylvania
$1.38M +$148K +2,942 +12%
CFCI
343
Comprehensive Financial Consultants Institutional
Indiana
$1.37M +$98K +1,945 +8%
EWA
344
EverSource Wealth Advisors
Alabama
$1.37M +$997K +19,777 +264%
SB
345
Strategic Blueprint
Georgia
$1.37M +$441K +8,751 +48%
CMMS
346
Comprehensive Money Management Services
Florida
$1.35M -$1.27M -25,115 -48%
SWA
347
Sax Wealth Advisors
New Jersey
$1.34M +$63.2K +1,255 +5%
CSC
348
Caldwell Sutter Capital
California
$1.34M +$135K +2,672 +11%
GAM
349
Gotham Asset Management
New York
$1.33M – – –
AWM
350
Activest Wealth Management
Florida
$1.31M -$2.88M -57,181 -69%
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