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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
Avior Wealth Management
Nebraska
$757K +$23.5K +466 +3%
NC
377
NewSquare Capital
Pennsylvania
$728K +$41.2K +818 +6%
CHJWM
378
Carlton Hofferkamp & Jenks Wealth Management
Texas
$726K -$165K -3,272 -19%
RSWA
379
Robinson Smith Wealth Advisors
Maine
$724K – – –
EFS
380
Essex Financial Services
Connecticut
$716K -$232K -4,601 -24%
IC
381
IEQ Capital
California
$715K -$1.02M -20,164 -59%
SWP
382
Strategic Wealth Partners
Ohio
$693K +$74K +1,469 +12%
AA
383
Alesco Advisors
New York
$674K +$2.01K +40 +0.3%
GSC
384
G&S Capital
Colorado
$671K +$330K +6,546 +96%
SCA
385
Snowden Capital Advisors
New York
$667K +$253K +5,026 +61%
VAS
386
Vestmark Advisory Solutions
Massachusetts
$663K +$664K +13,191 New
RSWM
387
Robertson Stephens Wealth Management
California
$655K -$5.04K -100 -0.8%
SIM
388
Synergy Investment Management
Florida
$655K +$656K +13,025 New
KF
389
Krilogy Financial
Missouri
$653K +$654K +12,978 New
ZIM
390
Zacks Investment Management
Illinois
$648K – – –
TF
391
Trek Financial
Arizona
$644K -$1.01K -20 -0.2%
MTC
392
Matrix Trust Company
Colorado
$635K -$15.8M -313,018 -96%
OC
393
Oppenheimer & Co
New York
$619K -$312K -6,188 -33%
CAL
394
Capital Advisors Ltd
Ohio
$617K -$112K -2,220 -15%
SWA
395
Stratos Wealth Advisors
Ohio
$612K -$1.44M -28,622 -70%
LLWM
396
Life Line Wealth Management
California
$610K +$6.45K +128 +1%
AWM
397
Aprio Wealth Management
Georgia
$601K +$602K +11,958 New
NPT
398
National Philanthropic Trust
Pennsylvania
$600K -$579K -11,504 -49%
LBC
399
Lowe Brockenbrough & Co
Virginia
$600K -$2.72K -54 -0.5%
CB
400
Centennial Bank
Arkansas
$596K +$177K +3,518 +42%
14 15
16
17 18