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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
351
Prosperity Capital Advisors
Ohio
$1.11M -$4.29M -85,296 -79%
FDW
352
Fourth Dimension Wealth
Ohio
$1.1M +$19.7K +391 +2%
CSC
353
Caldwell Sutter Capital
California
$1.1M +$191K +3,793 +21%
EWA
354
EP Wealth Advisors
California
$1.09M +$1.09M +21,750 New
TCBWMS
355
Texas Capital Bank Wealth Management Services
Texas
$1.09M +$1.09M +21,635 New
CA
356
CGN Advisors
Kansas
$1.09M -$220K -4,377 -17%
WS
357
Wedbush Securities
California
$1.07M +$286K +5,682 +37%
IWA
358
Integrity Wealth Advisors
California
$1.07M -$1.56M -30,968 -59%
AF
359
ASL Financial
California
$1.04M +$1.04M +20,580 New
JWCA
360
J.W. Cole Advisors
Florida
$1.03M -$100K -1,994 -9%
DFA
361
DHJJ Financial Advisors
Illinois
$1.02M +$238K +4,719 +30%
FIA
362
Foundations Investment Advisors
Arizona
$1.02M +$485K +9,637 +91%
BOM
363
Bank of Marin
California
$1.02M -$3.07K -61 -0.3%
EGM
364
Engineers Gate Manager
New York
$1.02M +$1.02M +20,175 New
IIA
365
Integrity Investment Advisors
Colorado
$1.01M -$2.08M -41,354 -67%
LI
366
LifeWealth Investments
Florida
$1.01M -$12.7M -252,683 -93%
WCM
367
Winebrenner Capital Management
Kentucky
$1M -$204K -4,049 -17%
WIA
368
World Investment Advisors
California
$983K +$424K +8,429 +76%
VC
369
Vicus Capital
Pennsylvania
$977K +$31.6K +628 +3%
KV
370
Kickstand Ventures
New York
$972K +$12.5K +248 +1%
TCWA
371
Turtle Creek Wealth Advisors
Texas
$969K +$969K +19,257 New
FA
372
Fiduciary Alliance
South Carolina
$957K -$7.4K -147 -0.8%
VT
373
Vise Technologies
New York
$945K +$351K +6,974 +59%
OWM
374
OneAscent Wealth Management
Alabama
$940K +$27.9K +554 +3%
MA
375
MKT Advisors
California
$940K -$226K -4,492 -19%
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