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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 – – –
SSWM
402
Sheets Smith Wealth Management
North Carolina
$538K +$5.54K +110 +1%
MIM
403
MTM Investment Management
South Carolina
$535K -$5.04K -100 -0.9%
FWP
404
Forefront Wealth Partners
Texas
$528K +$529K +10,496 New
SFA
405
Sequoia Financial Advisors
Ohio
$528K +$529K +10,494 New
RCS
406
Retirement Capital Strategies
California
$522K – – –
OWM
407
OneAscent Wealth Management
Alabama
$517K +$518K +10,272 New
SIM
408
Stratos Investment Management
Ohio
$515K +$516K +10,237 New
IWN
409
Independent Wealth Network
Iowa
$510K – – –
ACM
410
ADAR1 Capital Management
Texas
$503K – – –
CFC
411
Client First Capital
California
$503K +$504K +10,000 New
IIA
412
IPG Investment Advisors
California
$501K -$201K -3,980 -29%
RSWM
413
Robertson Stephens Wealth Management
California
$500K +$90.9K +1,803 +22%
RC
414
Roundview Capital
New Jersey
$498K – – –
RIA
415
Regal Investment Advisors
Michigan
$492K +$492K +9,766 New
WS
416
Wedbush Securities
California
$488K +$214K +4,248 +78%
MA
417
Mutual Advisors
Nebraska
$484K -$31K -616 -6%
BFIC
418
Bedell Frazier Investment Counselling
California
$484K +$12.8K +253 +3%
OIA
419
OneDigital Investment Advisors
Kansas
$478K -$29.1K -578 -6%
AFG
420
Atomi Financial Group
New York
$468K +$63.7K +1,264 +16%
WMA
421
Wealth Management Associates
New Jersey
$465K +$10.6K +210 +2%
FCP
422
Fidelis Capital Partners
Florida
$455K -$504K -10,000 -53%
HCA
423
Harbour Capital Advisors
Virginia
$448K – – –
SW
424
Simplicity Wealth
New Jersey
$444K +$112K +2,215 +33%
CQWA
425
Chokshi & Queen Wealth Advisors
California
$434K +$111K +2,198 +34%
15 16
17
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