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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
326
Atria Wealth Solutions
New York
$336K -$87.8K -1,744 -21%
WC
327
Waterloo Capital
Texas
$321K +$321K +6,387 New
PSCM
328
Per Stirling Capital Management
Texas
$318K -$40.1K -797 -11%
NC
329
NewSquare Capital
Pennsylvania
$315K +$16.1K +320 +5%
WWM
330
Western Wealth Management
Colorado
$313K +$83.5K +1,660 +36%
SFP
331
Strategic Financial Partners
Oregon
$307K -$14K -278 -4%
BWM
332
Bulltick Wealth Management
Florida
$287K – – –
OC
333
Oarsman Capital
Wisconsin
$285K -$61.5K -1,222 -18%
NWM
334
Northwest Wealth Management
Iowa
$279K +$2.57K +51 +0.9%
AC
335
ASB Consultores
Florida
$273K -$53.9K -1,070 -16%
CWA
336
Clearview Wealth Advisors
Oregon
$273K -$71.9K -1,428 -21%
LTI
337
Laffer Tengler Investments
Tennessee
$271K +$271K +5,392 New
PWM
338
Perigon Wealth Management
California
$270K +$3.77K +75 +1%
AWA
339
Arkadios Wealth Advisors
Georgia
$269K -$19K -377 -7%
TNB
340
Thomasville National Bank
Georgia
$264K +$264K +5,242 New
BFG
341
Bleakley Financial Group
New Jersey
$262K +$13.8K +275 +6%
SS
342
Simplicity Solutions
Minnesota
$262K +$263K +5,218 New
IWN
343
Independent Wealth Network
Iowa
$257K +$10.1K +200 +4%
WMA
344
Wealth Management Associates
New Jersey
$255K +$41.5K +825 +19%
WCG
345
Weaver Consulting Group
California
$253K +$254K +5,037 New
ICP
346
Interchange Capital Partners
Pennsylvania
$250K +$29.5K +587 +13%
RJT
347
Raymond James Trust
Florida
$242K -$161K -3,200 -40%
HT
348
Headlands Technologies
Illinois
$241K +$242K +4,799 New
PA
349
Pinnacle Associates
New York
$232K -$69.8K -1,387 -23%
VHAM
350
Van Hulzen Asset Management
California
$231K +$232K +4,601 New
12 13
14
15 16