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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
426
Simplicity Wealth
New Jersey
$498K +$53.4K +1,061 +12%
SFA
427
Sequoia Financial Advisors
Ohio
$496K -$31.8K -632 -6%
SB
428
Strategic Blueprint
Georgia
$468K +$37.9K +753 +9%
WMA
429
Wealth Management Associates
New Jersey
$466K +$1.36K +27 +0.3%
FCP
430
Fidelis Capital Partners
Florida
$456K – – –
BWMG
431
Barnes Wealth Management Group
California
$450K +$22.3K +442 +5%
HCA
432
Harbour Capital Advisors
Virginia
$448K – – –
TI
433
Tidal Investments
Wisconsin
$447K +$448K +8,890 New
WCFA
434
Walkner Condon Financial Advisors
Wisconsin
$444K -$129K -2,556 -22%
DWM
435
Defined Wealth Management
Oregon
$442K +$15.5K +308 +4%
DAS
436
Dynamic Advisor Solutions
Arizona
$438K +$161K +3,196 +58%
MAG
437
MRA Advisory Group
New Jersey
$431K +$62.1K +1,233 +17%
RIA
438
Regal Investment Advisors
Michigan
$431K -$60.8K -1,206 -12%
WTC
439
WhitTier Trust Company
Nevada
$423K – – –
CB
440
Centennial Bank
Arkansas
$420K +$169K +3,364 +68%
SCA
441
Snowden Capital Advisors
New York
$415K +$27K +536 +7%
TAM
442
Tucker Asset Management
Colorado
$404K -$4.68K -93 -1%
HCA
443
Heck Capital Advisors
Wisconsin
$400K – – –
FSA
444
Financial Services Advisory
Maryland
$397K – – –
CPW
445
Cove Private Wealth
New York
$377K +$378K +7,500 New
OPWM
446
Oregon Pacific Wealth Management
Oregon
$375K -$40K -795 -10%
AWG
447
Altus Wealth Group
Colorado
$375K -$42K -834 -10%
PFS
448
Prospera Financial Services
Texas
$375K +$11.2K +223 +3%
MMA
449
Miracle Mile Advisors
California
$372K – – –
MG
450
Mather Group
Illinois
$371K – – –
16 17
18
19 20