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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
401
Transform Wealth
Colorado
$566K – – –
CIA
402
Cascade Investment Advisors
Oregon
$563K +$75K +1,490 +15%
DWM
403
Denver Wealth Management
Colorado
$541K -$7.75K -154 -1%
MIM
404
MTM Investment Management
South Carolina
$540K – – –
LSIA
405
LaSalle St. Investment Advisors
Illinois
$539K +$92.4K +1,836 +21%
SSWM
406
Sheets Smith Wealth Management
North Carolina
$533K -$28.6K -568 -5%
RCS
407
Retirement Capital Strategies
California
$522K +$522K +10,379 New
MA
408
Mutual Advisors
Nebraska
$517K -$61.7K -1,226 -11%
CRC
409
Curi RMB Capital
Illinois
$514K +$187K +3,724 +57%
IWN
410
Independent Wealth Network
Iowa
$510K -$4.28K -85 -0.8%
FFS
411
Founders Financial Securities
Maryland
$508K -$840K -16,682 -62%
OIA
412
OneDigital Investment Advisors
Kansas
$507K -$334K -6,642 -40%
ACM
413
ADAR1 Capital Management
Texas
$503K – – –
VWM
414
Venturi Wealth Management
Texas
$500K -$56.6K -1,125 -10%
RC
415
Roundview Capital
New Jersey
$498K – – –
BFIC
416
Bedell Frazier Investment Counselling
California
$471K -$142K -2,820 -23%
TAM
417
Tucker Asset Management
Colorado
$466K +$96K +1,907 +26%
OPWM
418
Oregon Pacific Wealth Management
Oregon
$462K +$462K +9,182 New
C
419
Certuity
Florida
$454K -$24.5M -487,587 -98%
WMA
420
Wealth Management Associates
New Jersey
$454K +$604 +12 +0.1%
HCA
421
Harbour Capital Advisors
Virginia
$448K -$35.2K -700 -7%
AWG
422
Altus Wealth Group
Colorado
$427K -$29.4K -584 -6%
WTC
423
WhitTier Trust Company
Nevada
$423K – – –
NA
424
Nottingham Advisors
New York
$419K -$1.02M -20,189 -71%
AWA
425
Arkadios Wealth Advisors
Georgia
$416K -$44K -874 -10%
15 16
17
18 19