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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
326
Integrated Advisors Network
Texas
$1.53M -$75.2K -1,492 -5%
RCS
327
R2 Capital Strategies
Nebraska
$1.49M +$1.49M +29,540 New
HA
328
Herold Advisors
New York
$1.48M -$409K -8,116 -22%
DWM
329
Defined Wealth Management
Oregon
$1.47M +$954K +18,934 +185%
WIA
330
World Investment Advisors
California
$1.47M -$18.1K -359 -1%
FSA
331
Financial Services Advisory
Maryland
$1.45M +$1.06M +20,974 +266%
RFA
332
Resurgent Financial Advisors
Georgia
$1.43M -$401K -7,961 -22%
SC
333
Sierra Capital
Florida
$1.41M – – –
CL
334
Choreo LLC
Illinois
$1.41M +$589K +11,698 +72%
AWM
335
Avaii Wealth Management
Wisconsin
$1.41M -$622K -12,339 -31%
AWA
336
Authentikos Wealth Advisory
California
$1.4M -$139K -2,765 -9%
AFG
337
Atomi Financial Group
New York
$1.39M -$4.63M -91,839 -77%
BFG
338
Berger Financial Group
Minnesota
$1.39M -$27.6K -548 -2%
FZCM
339
Flynn Zito Capital Management
New York
$1.38M +$41.1K +816 +3%
AA
340
Ascent Advisors
Minnesota
$1.38M +$1.38M +27,473 New
VPW
341
Vericrest Private Wealth
Pennsylvania
$1.38M +$148K +2,942 +12%
CFCI
342
Comprehensive Financial Consultants Institutional
Indiana
$1.37M +$98K +1,945 +8%
EWA
343
EverSource Wealth Advisors
Alabama
$1.37M +$997K +19,777 +264%
SB
344
Strategic Blueprint
Georgia
$1.37M +$441K +8,751 +48%
CMMS
345
Comprehensive Money Management Services
Florida
$1.35M -$1.27M -25,115 -48%
SWA
346
Sax Wealth Advisors
New Jersey
$1.34M +$63.2K +1,255 +5%
CSC
347
Caldwell Sutter Capital
California
$1.34M +$135K +2,672 +11%
GAM
348
Gotham Asset Management
New York
$1.33M – – –
AWM
349
Activest Wealth Management
Florida
$1.31M -$2.88M -57,181 -69%
NS
350
NBC Securities
Alabama
$1.31M -$24K -477 -2%
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