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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
326
Berger Financial Group
Minnesota
$1.42M -$40.1K -795 -3%
SC
327
Sierra Capital
Florida
$1.41M – – –
WG
328
Watchman Group
Texas
$1.4M -$799K -15,850 -36%
PWM
329
Peck Wealth Management
New York
$1.39M +$1.39M +27,525 New
RSWM
330
Robertson Stephens Wealth Management
California
$1.36M +$427K +8,465 +46%
CWM
331
Collaborative Wealth Management
Florida
$1.35M -$2.56M -50,712 -65%
FZCM
332
Flynn Zito Capital Management
New York
$1.34M -$31.1K -618 -2%
NS
333
NBC Securities
Alabama
$1.33M -$73.4K -1,456 -5%
GAM
334
Gotham Asset Management
New York
$1.33M +$656K +13,021 +98%
GVAG
335
Great Valley Advisor Group
Delaware
$1.32M -$467K -9,274 -26%
BRWA
336
B. Riley Wealth Advisors
Florida
$1.29M -$69.7K -1,384 -5%
TSS
337
Two Sigma Securities
New York
$1.28M -$1.8M -35,698 -58%
BS
338
Banco Santander
Spain
$1.28M – – –
CFCI
339
Comprehensive Financial Consultants Institutional
Indiana
$1.27M +$65.5K +1,299 +5%
SWA
340
Sax Wealth Advisors
New Jersey
$1.27M – – –
SEIA
341
Signature Estate & Investment Advisors
California
$1.27M -$633K -12,553 -33%
MA
342
MKT Advisors
California
$1.26M +$319K +6,339 +34%
SFG
343
Sovereign Financial Group
Connecticut
$1.25M – – –
JIR
344
James Investment Research
Ohio
$1.24M +$1.24M +24,615 New
KFAS
345
Keating Financial Advisory Services
Kansas
$1.23M -$1.94M -38,410 -61%
VPW
346
Vericrest Private Wealth
Pennsylvania
$1.23M +$95.6K +1,897 +8%
TWP
347
Triad Wealth Partners
Kansas
$1.21M +$1.21M +24,070 New
CSC
348
Caldwell Sutter Capital
California
$1.2M +$103K +2,053 +9%
BWP
349
Bernardo Wealth Planning
Pennsylvania
$1.2M -$3.62M -71,884 -75%
CCA
350
Cravens & Co Advisors
Tennessee
$1.18M +$2.97K +59 +0.3%
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