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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
401
OneAscent Financial Services
Alabama
$769K +$70.9K +1,408 +10%
GA
402
GFS Advisors
Texas
$767K – – –
IIA
403
Integrity Investment Advisors
Colorado
$756K -$253K -5,018 -25%
FCA
404
Fortis Capital Advisors
Kansas
$756K +$450K +8,926 +146%
RSWA
405
Robinson Smith Wealth Advisors
Maine
$725K – – –
MA
406
Mutual Advisors
Nebraska
$722K +$216K +4,291 +43%
WCM
407
Winebrenner Capital Management
Kentucky
$714K -$291K -5,772 -29%
GG
408
GenWealth Group
New Jersey
$709K +$142K +2,824 +25%
JWCA
409
J.W. Cole Advisors
Florida
$705K -$328K -6,513 -32%
CHJWM
410
Carlton Hofferkamp & Jenks Wealth Management
Texas
$700K -$24.5K -486 -3%
VA
411
VestGen Advisors
Illinois
$700K -$527K -10,456 -43%
EHC
412
Everett Harris & Co
California
$690K -$756K -15,000 -52%
AIC
413
Archer Investment Corporation
Indiana
$689K +$133K +2,635 +24%
MWM
414
Mosley Wealth Management
California
$659K -$204K -4,042 -24%
TF
415
Trek Financial
Arizona
$651K – – –
CWP
416
Core Wealth Partners
California
$649K -$54K -1,071 -8%
AC
417
Avestar Capital
New York
$642K +$384K +7,630 +149%
PMG
418
Private Management Group
California
$641K – – –
OFS
419
Opus Financial Solutions
Illinois
$639K -$50.6K -1,004 -7%
GAG
420
GM Advisory Group
New York
$639K +$283K +5,621 +80%
CAL
421
Capital Advisors Ltd
Ohio
$625K +$593K +11,766 +1,788%
LLWM
422
Life Line Wealth Management
California
$622K +$5.54K +110 +0.9%
LOWM
423
Laurel Oak Wealth Management
New Jersey
$610K +$4.54K +90 +0.7%
ACM
424
AlphaStar Capital Management
North Carolina
$607K +$286K +5,683 +89%
RFP
425
Root Financial Partners
California
$594K – – –
15 16
17
18 19