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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
CQWA
426
Chokshi & Queen Wealth Advisors
California
$434K +$111K +2,198 +34%
PA
427
PSI Advisors
Florida
$432K +$35.2K +699 +9%
SB
428
Strategic Blueprint
Georgia
$431K +$431K +8,555 New
BWMG
429
Barnes Wealth Management Group
California
$428K +$29.3K +581 +7%
DWM
430
Defined Wealth Management
Oregon
$427K +$28.5K +565 +7%
WTC
431
WhitTier Trust Company
Nevada
$424K – – –
AWG
432
Altus Wealth Group
Colorado
$417K -$9.22K -183 -2%
OPWM
433
Oregon Pacific Wealth Management
Oregon
$416K -$46.6K -925 -10%
IWM
434
Iams Wealth Management
Nebraska
$411K +$74.4K +1,477 +22%
TAM
435
Tucker Asset Management
Colorado
$409K -$56.7K -1,125 -12%
HCA
436
Heck Capital Advisors
Wisconsin
$400K – – –
HI
437
Harbour Investments
Wisconsin
$398K -$714K -14,168 -64%
FSA
438
Financial Services Advisory
Maryland
$397K – – –
SCA
439
Snowden Capital Advisors
New York
$388K -$205K -4,067 -35%
FFA
440
Florida Financial Advisors
Florida
$387K +$388K +7,692 New
DWT
441
Dorsey & Whitney Trust
South Dakota
$385K – – –
TWA
442
TCI Wealth Advisors
Arizona
$380K +$381K +7,560 New
SPC
443
Sigma Planning Corp
Michigan
$377K -$5.19K -103 -1%
FTUS
444
Flow Traders U.S.
New York
$375K -$356K -7,072 -49%
TI
445
TrueMark Investments
Illinois
$373K -$765K -15,179 -67%
MMA
446
Miracle Mile Advisors
California
$372K -$1.03M -20,381 -73%
MG
447
Mather Group
Illinois
$371K – – –
PCS
448
Private Client Services
Kentucky
$370K +$66.3K +1,316 +22%
MAG
449
MRA Advisory Group
New Jersey
$369K +$164K +3,251 +80%
AIC
450
Archer Investment Corporation
Indiana
$365K +$150K +2,985 +70%
16 17
18
19 20