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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
401
Root Financial Partners
California
$594K -$129K -2,563 -18%
VT
402
Vise Technologies
New York
$594K +$595K +11,807 New
PWMG
403
Prestige Wealth Management Group
New Jersey
$592K -$65.7K -1,304 -10%
PWM
404
Partners Wealth Management
California
$584K +$585K +11,622 New
TAM
405
Tucker Asset Management
Colorado
$579K +$175K +3,483 +43%
WCG
406
Weaver Consulting Group
California
$569K -$1.56K -31 -0.3%
KWA
407
Kingswood Wealth Advisors
California
$568K +$299K +5,937 +111%
WIA
408
World Investment Advisors
California
$558K -$77.4K -1,536 -12%
SF
409
Symphony Financial
Texas
$551K +$552K +10,963 New
SPWM
410
Spartan Planning & Wealth Management
North Carolina
$544K -$438K -8,693 -45%
BIP
411
Blueprint Investment Partners
North Carolina
$544K +$545K +10,821 New
WMA
412
Wealth Management Associates
New Jersey
$541K +$75.8K +1,506 +16%
FIA
413
Foundations Investment Advisors
Arizona
$534K +$279K +5,546 +109%
SFM
414
Signet Financial Management
New Jersey
$528K -$1.06M -21,030 -67%
SW
415
Simplicity Wealth
New Jersey
$523K +$25.7K +511 +5%
SFC
416
Strategic Financial Concepts
Texas
$513K +$1.76K +35 +0.3%
GS
417
GTS Securities
Florida
$512K -$1.26M -24,948 -71%
EFG
418
Embree Financial Group
Illinois
$508K -$645K -12,814 -56%
ACM
419
ADAR1 Capital Management
Texas
$503K – – –
DWM
420
Defined Wealth Management
Oregon
$500K +$58.3K +1,157 +13%
RC
421
Roundview Capital
New Jersey
$498K – – –
HCM
422
Hollencrest Capital Management
California
$487K -$580K -11,527 -54%
EPAM
423
Euro Pacific Asset Management
Puerto Rico
$484K +$147K +2,915 +43%
FCP
424
Fidelis Capital Partners
Florida
$455K – – –
DAS
425
Dynamic Advisor Solutions
Arizona
$449K +$12.3K +244 +3%
15 16
17
18 19