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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
401
Absolute Capital Management
Pennsylvania
– -$518K -10,302 Closed
CCG
402
Cypress Capital Group
Florida
– -$500K -9,950 Closed
OCM
403
One Capital Management
California
– -$430K -8,553 Closed
PWMAG
404
Pinnacle Wealth Management Advisory Group
New Jersey
– -$301K -5,995 Closed
BOM
405
Bank of Marin
California
– -$262K -5,215 Closed
HAS
406
HBW Advisory Services
California
– -$228K -4,531 Closed
HWM
407
Heirloom Wealth Management
Colorado
– -$216K -4,297 Closed
SC
408
SouthState Corp
Florida
– -$168K -3,334 Closed
BAAM
409
Baker Avenue Asset Management
California
– -$91.3K -1,817 Closed
AWM
410
Accurate Wealth Management
Florida
– -$77K -1,531 Closed
CS
411
Comerica Securities
Michigan
– -$64.1K -1,276 Closed
MSCM
412
McElhenny Sheffield Capital Management
Texas
– -$33.6K -668 Closed
AWM
413
Activest Wealth Management
Florida
– -$31.9K -635 Closed
DWP
414
Destiny Wealth Partners
Florida
– -$22.9K -455 Closed
USCWA
415
U.S. Capital Wealth Advisors
Texas
– -$9.45K -188 Closed
VF
416
VitalStone Financial
Texas
– -$8K -166 Closed
CAS
417
Coppell Advisory Solutions
Texas
– -$1.11K -22 Closed
CASC
418
Coppell Advisory Solutions Corp
Texas
– -$1.11K -22 Closed
LWP
419
Laurel Wealth Planning
Minnesota
– -$1.06K -21 Closed
LFG
420
Larson Financial Group
Missouri
– -$251 -5 Closed
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