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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
LLWM
351
Life Line Wealth Management
California
$577K -$13.7K -272 -2%
CRC
352
Curi RMB Capital
Illinois
$567K -$77.1K -1,529 -12%
TW
353
Transform Wealth
Colorado
$564K – – –
BFIC
354
Bedell Frazier Investment Counselling
California
$563K -$67.8K -1,346 -11%
PCA
355
Prosperity Capital Advisors
Ohio
$541K -$328K -6,500 -38%
AC
356
ASB Consultores
Florida
$540K +$20.7K +410 +4%
RWM
357
Revisor Wealth Management
Ohio
$532K -$139K -2,756 -21%
CSC
358
Caldwell Sutter Capital
California
$531K +$94.7K +1,879 +22%
SPC
359
Sigma Planning Corp
Michigan
$528K -$76.4K -1,515 -13%
CWM
360
Castle Wealth Management
Florida
$519K – – –
ICMP
361
Integrated Capital Management (Pennsylvania)
Pennsylvania
$514K +$6.91K +137 +1%
IWN
362
Independent Wealth Network
Iowa
$512K -$10.3K -204 -2%
PO
363
Private Ocean
California
$503K +$504K +9,994 New
IWP
364
IAG Wealth Partners
Wisconsin
$501K +$223K +4,416 +80%
DWA
365
Delos Wealth Advisors
Texas
$499K – – –
RC
366
Roundview Capital
New Jersey
$498K +$499K +9,900 New
MIM
367
MTM Investment Management
South Carolina
$493K – – –
TSS
368
Two Sigma Securities
New York
$490K -$4.68M -92,799 -91%
TW
369
TrinityPoint Wealth
Connecticut
$488K +$14.3K +284 +3%
DFA
370
DHJJ Financial Advisors
Illinois
$482K +$188K +3,734 +64%
SAM
371
SignalPoint Asset Management
Missouri
$480K +$481K +9,540 New
CIA
372
Cascade Investment Advisors
Oregon
$477K +$16.8K +334 +4%
EW
373
Evoke Wealth
California
$471K +$6.35K +126 +1%
PHWM
374
Pine Harbor Wealth Management
Maryland
$469K -$50.4K -1,000 -10%
WIA
375
World Investment Advisors
California
$468K -$262K -5,194 -36%
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15
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