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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
376
Flagstar Advisors
New York
$861K +$34.2K +678 +4%
FYW
377
Future You Wealth
New York
$821K +$822K +16,327 New
PCA
378
Prosperity Capital Advisors
Ohio
$820K -$348K -6,900 -30%
WWM
379
Whalen Wealth Management
Nevada
$813K -$829K -16,460 -50%
SSWM
380
Sheets Smith Wealth Management
North Carolina
$812K +$274K +5,440 +51%
CPRC
381
Consolidated Portfolio Review Corp
New York
$787K +$788K +15,651 New
SWM
382
Segment Wealth Management
Texas
$780K – – –
CSC
383
Caldwell Sutter Capital
California
$777K +$143K +2,832 +22%
GA
384
GFS Advisors
Texas
$767K -$22K -437 -3%
JHC
385
J. Hagan Capital
Kentucky
$757K +$756K +15,009 New
WS
386
Wedbush Securities
California
$757K +$270K +5,352 +55%
SWA
387
Sax Wealth Advisors
New Jersey
$755K -$398K -7,899 -34%
CIA
388
Cascade Investment Advisors
Oregon
$751K +$73.5K +1,460 +11%
T
389
Transce3nd
Texas
$744K +$11.8K +234 +2%
DFA
390
DHJJ Financial Advisors
Illinois
$739K -$47.1K -936 -6%
AWM
391
Avior Wealth Management
Nebraska
$734K -$1.46K -29 -0.2%
CAL
392
Capital Advisors Ltd
Ohio
$729K -$11.8K -235 -2%
RSWA
393
Robinson Smith Wealth Advisors
Maine
$725K – – –
RFP
394
Root Financial Partners
California
$723K -$70.7K -1,404 -9%
KV
395
Kickstand Ventures
New York
$716K +$509K +10,108 +245%
FCA
396
Fortis Capital Advisors
Kansas
$715K -$319K -6,339 -31%
ARC
397
Advisor Resource Council
Texas
$698K -$258K -5,117 -27%
NC
398
NewSquare Capital
Pennsylvania
$687K +$21.8K +433 +3%
AA
399
Alesco Advisors
New York
$672K +$957 +19 +0.1%
RSWM
400
Robertson Stephens Wealth Management
California
$660K +$161K +3,200 +32%
14 15
16
17 18