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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
426
Authentikos Wealth Advisory
California
$415K -$572K -11,362 -58%
FIA
427
Foundations Investment Advisors
Arizona
$411K +$161K +3,206 +65%
CPRC
428
Consolidated Portfolio Review Corp
New York
$409K -$154K -3,062 -27%
RSWM
429
Robertson Stephens Wealth Management
California
$409K -$237K -4,700 -37%
AFG
430
Atomi Financial Group
New York
$404K +$142K +2,823 +54%
SWA
431
Sax Wealth Advisors
New Jersey
$404K +$14K +279 +4%
HCA
432
Heck Capital Advisors
Wisconsin
$400K – – –
DWM
433
Defined Wealth Management
Oregon
$398K -$9.41K -187 -2%
BWMG
434
Barnes Wealth Management Group
California
$398K +$399K +7,917 New
FSA
435
Financial Services Advisory
Maryland
$397K – – –
PA
436
PSI Advisors
Florida
$397K +$397K +7,880 New
SAM
437
SignalPoint Asset Management
Missouri
$386K -$238K -4,733 -38%
DWT
438
Dorsey & Whitney Trust
South Dakota
$385K – – –
SPC
439
Sigma Planning Corp
Michigan
$382K -$27.5K -547 -7%
FFA
440
Farther Finance Advisors
California
$382K – – –
MG
441
Mather Group
Illinois
$371K -$102K -2,027 -22%
PFS
442
Prospera Financial Services
Texas
$369K -$602K -11,963 -62%
SQA
443
Simon Quick Advisors
New Jersey
$365K +$142K +2,814 +63%
CLP
444
Charis Legacy Partners
Texas
$365K +$365K +7,254 New
EPAM
445
Euro Pacific Asset Management
Puerto Rico
$348K -$205K -4,070 -37%
AC
446
Avestar Capital
New York
$342K -$17.1M -340,356 -98%
CL
447
Choreo LLC
Illinois
$339K – – –
IWM
448
Iams Wealth Management
Nebraska
$336K +$336K +6,684 New
SW
449
Simplicity Wealth
New Jersey
$333K +$30.6K +608 +10%
CQWA
450
Chokshi & Queen Wealth Advisors
California
$324K +$324K +6,430 New
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