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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
401
Prestige Wealth Management Group
New Jersey
$658K -$2.77K -55 -0.4%
ZIM
402
Zacks Investment Management
Illinois
$649K – – –
TF
403
Trek Financial
Arizona
$646K -$12.9K -256 -2%
WIA
404
World Investment Advisors
California
$636K +$420K +8,338 +194%
SWP
405
Strategic Wealth Partners
Ohio
$620K +$620K +12,318 New
TCWA
406
Turtle Creek Wealth Advisors
Texas
$617K +$618K +12,271 New
VWM
407
Venturi Wealth Management
Texas
$605K +$605K +12,018 New
LLWM
408
Life Line Wealth Management
California
$604K +$6.5K +129 +1%
LBC
409
Lowe Brockenbrough & Co
Virginia
$603K +$350K +6,950 +138%
IWP
410
IAG Wealth Partners
Wisconsin
$599K -$349K -6,923 -37%
VWA
411
VSM Wealth Advisory
Maryland
$596K +$597K +11,852 New
PCS
412
Private Client Services
Kentucky
$590K +$220K +4,376 +59%
AFG
413
Atomi Financial Group
New York
$585K +$118K +2,339 +25%
WCG
414
Weaver Consulting Group
California
$571K +$907 +18 +0.2%
MFIM
415
Mesirow Financial Investment Management
Illinois
$570K -$11.8K -235 -2%
ZI
416
ZEGA Investments
Florida
$556K +$246K +4,891 +79%
BFIC
417
Bedell Frazier Investment Counselling
California
$532K +$48.1K +954 +10%
TFM
418
Trademark Financial Management
Minnesota
$530K -$126K -2,493 -19%
DCA
419
DSG Capital Advisors
Minnesota
$513K -$146K -2,892 -22%
SFC
420
Strategic Financial Concepts
Texas
$511K -$2.35M -46,669 -82%
CAMG
421
CWA Asset Management Group
Florida
$510K +$510K +10,129 New
IWN
422
Independent Wealth Network
Iowa
$508K -$1.36K -27 -0.3%
ACM
423
ADAR1 Capital Management
Texas
$503K – – –
MIM
424
MTM Investment Management
South Carolina
$500K -$35.6K -707 -7%
RC
425
Roundview Capital
New Jersey
$498K – – –
15 16
17
18 19