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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
351
Carlton Hofferkamp & Jenks Wealth Management
Texas
$945K -$12.6K -249 -1%
TSS
352
Two Sigma Securities
New York
$943K -$1.21M -24,022 -56%
MC
353
Moors & Cabot
Massachusetts
$934K -$33.6K -667 -3%
WG
354
Watchman Group
Texas
$925K +$724K +14,365 +358%
RFA
355
Resurgent Financial Advisors
Georgia
$914K +$252K +5,009 +38%
IA
356
Insight Advisors
Pennsylvania
$911K -$585K -11,597 -39%
OP
357
ORG Partners
Indiana
$909K +$240K +4,767 +36%
PCM
358
Prelude Capital Management
New York
$906K – – –
JIP
359
Jaffetilchin Investment Partners
Florida
$894K -$15.7K -312 -2%
EPAM
360
Euro Pacific Asset Management
Puerto Rico
$892K +$545K +10,809 +157%
FDW
361
Fourth Dimension Wealth
Ohio
$885K +$886K +17,580 New
SWA
362
Stratos Wealth Advisors
Ohio
$871K -$1.28M -25,381 -59%
CA
363
CGN Advisors
Kansas
$858K -$18.3K -363 -2%
LSIA
364
LaSalle St. Investment Advisors
Illinois
$844K +$305K +6,045 +56%
FA
365
Flagstar Advisors
New York
$827K +$31K +615 +4%
BFG
366
Berger Financial Group
Minnesota
$799K -$258K -5,127 -24%
RFP
367
Root Financial Partners
California
$794K -$80.9K -1,606 -9%
GA
368
GFS Advisors
Texas
$789K – – –
DFA
369
DHJJ Financial Advisors
Illinois
$786K +$141K +2,797 +22%
SWM
370
Segment Wealth Management
Texas
$780K -$1.51K -30 -0.2%
CAL
371
Capital Advisors Ltd
Ohio
$741K -$21.8K -433 -3%
1CP
372
17 Capital Partners
Arizona
$741K +$127K +2,527 +21%
AWM
373
Avior Wealth Management
Nebraska
$736K -$88.6K -1,757 -11%
T
374
Transce3nd
Texas
$733K -$148K -2,942 -17%
RSWA
375
Robinson Smith Wealth Advisors
Maine
$725K -$70.2K -1,392 -9%
13 14
15
16 17