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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
376
Householder Group Estate & Retirement Specialist
Arizona
$30K +$30.5K +606 New
HWA
377
HHM Wealth Advisors
Tennessee
$29K +$29K +577 New
BFEC
378
Benjamin F. Edwards & Company
Missouri
$21K – – –
C
379
Covestor
United Kingdom
$20K -$1.66K -33 -8%
CFD
380
Creative Financial Designs
Indiana
$19.5K +$3.32K +66 +20%
SWM
381
Spire Wealth Management
Virginia
$13.5K +$101 +2 +0.7%
HWA
382
Heritage Wealth Advisors
Virginia
$10.9K +$10.9K +217 New
AWM
383
Avior Wealth Management
Nebraska
$5.38K +$5.38K +107 New
AF
384
Advisornet Financial
Minnesota
$5.03K +$5.03K +100 New
PA
385
Parallel Advisors
California
$3.97K – – –
GI
386
Gradient Investments
Minnesota
$3.52K +$3.52K +70 New
LFA
387
Legend Financial Advisors
Pennsylvania
$2.97K -$172K -3,426 -98%
GFWA
388
Grey Fox Wealth Advisors
Delaware
$2.88K +$2.87K +57 New
GEA
389
Glen Eagle Advisors
New Jersey
$2.87K -$2.11K -42 -42%
IFAM
390
Institutional & Family Asset Management
Colorado
$2.26K – – –
MA
391
MCF Advisors
Kentucky
$553 – – –
RCS
392
Retirement Capital Strategies
California
– -$11.3M -225,669 Closed
VFM
393
Valley Financial Management
New York
– -$6.52M -129,667 Closed
FCAG
394
First Capital Advisors Group
New Jersey
– -$5.04M -100,352 Closed
BW
395
Bison Wealth
Georgia
– -$1.73M -34,493 Closed
LBC
396
Lawrence B. Cohen
– -$1.65M -32,779 Closed
BF
397
Blankinship & Foster
California
– -$876K -17,423 Closed
HWAM
398
Hennion & Walsh Asset Management
New Jersey
– -$698K -13,883 Closed
BWM
399
Benchmark Wealth Management
Connecticut
– -$613K -12,200 Closed
LA
400
Latitude Advisors
Florida
– -$519K -10,319 Closed
13 14 15
16
17