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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
426
Root Financial Partners
California
$594K – – –
TWM
427
TopTier Wealth Management
Wisconsin
$593K +$61.4K +1,219 +12%
ARC
428
Advisor Resource Council
Texas
$589K +$118K +2,350 +25%
NC
429
NewSquare Capital
Pennsylvania
$579K +$30.8K +612 +6%
VCP
430
Verus Capital Partners
Arizona
$571K +$202K +4,003 +54%
SFM
431
Signet Financial Management
New Jersey
$570K +$40.5K +804 +8%
PFA
432
Professional Financial Advisors
Nebraska
$568K -$1.93M -38,280 -77%
CWS
433
Cypress Wealth Services
California
$568K +$568K +11,282 New
SCA
434
Snowden Capital Advisors
New York
$561K -$112K -2,228 -17%
SW
435
Simplicity Wealth
New Jersey
$560K +$38.3K +760 +7%
MFN
436
Midwest Financial Network
Illinois
$558K -$87.4K -1,734 -14%
MTC
437
Matrix Trust Company
Colorado
$558K +$1.56K +31 +0.3%
WCG
438
Weaver Consulting Group
California
$552K -$1.86K -37 -0.3%
SPWM
439
Spartan Planning & Wealth Management
North Carolina
$550K +$220K +4,363 +66%
BIP
440
Blueprint Investment Partners
North Carolina
$550K +$550K +10,924 New
CA
441
CGN Advisors
Kansas
$549K -$537K -10,655 -49%
SFA
442
Sequoia Financial Advisors
Ohio
$548K +$310K +6,157 +130%
AAS
443
Annex Advisory Services
Wisconsin
$543K -$158K -3,141 -23%
BJL
444
Brighton Jones LLC
Washington
$530K +$530K +10,519 New
FIA
445
Foundations Investment Advisors
Arizona
$526K -$494K -9,806 -48%
DWM
446
Defined Wealth Management
Oregon
$516K +$41.4K +822 +9%
1CP
447
17 Capital Partners
Arizona
$508K +$508K +10,091 New
ACM
448
ADAR1 Capital Management
Texas
$503K – – –
IAIM
449
International Assets Investment Management
Florida
$501K +$90.2K +1,790 +22%
PIN
450
Prudent Investors Network
California
$500K +$501K +9,936 New
16 17
18
19 20