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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
501
Prevail Innovative Wealth Advisors
Kansas
$274K -$37K -734 -12%
AC
502
Apella Capital
Connecticut
$274K -$40K -794 -13%
WCG
503
Weaver Consulting Group
California
$273K -$279K -5,538 -51%
BWMG
504
Barnes Wealth Management Group
California
$272K +$3.07K +61 +1%
LGG
505
Luts & Greenleigh Group
Maryland
$272K – – –
VWA
506
VERITY Wealth Advisors
United States
$265K – – –
JIC
507
Johnson Investment Counsel
Ohio
$264K -$6.85K -136 -3%
ATC
508
Argent Trust Co
Tennessee
$261K +$261K +5,184 New
AWG
509
Altus Wealth Group
Colorado
$254K -$33.3K -660 -12%
SQA
510
Simon Quick Advisors
New Jersey
$253K +$254K +5,033 New
BWP
511
Baldwin Wealth Partners
Massachusetts
$253K – – –
LSA
512
L & S Advisors
California
$252K – – –
PWM
513
Perigon Wealth Management
California
$251K +$251K +4,988 New
PWG
514
Portside Wealth Group
Utah
$250K +$250K +4,958 New
QCA
515
Quantify Chaos Advisors
New York
$246K -$17.9K -356 -7%
SAI
516
Savvy Advisors Inc
New York
$245K +$245K +4,861 New
SPWG
517
Sage Private Wealth Group
Illinois
$241K +$1.11K +22 +0.5%
EFG
518
Embree Financial Group
Illinois
$237K -$43.7K -867 -16%
DWM
519
DeLarme Wealth Management
California
$237K – – –
ACM
520
Alessandra Capital Management
California
$237K -$25.2K -500 -10%
RWM
521
Riverchase Wealth Management
Texas
$234K -$204K -4,046 -47%
WCFA
522
Walkner Condon Financial Advisors
Wisconsin
$233K – – –
VBFP
523
Valtinson Bruner Financial Planning
Minnesota
$230K – – –
DC
524
Dorval Corp
Minnesota
$221K +$705 +14 +0.3%
VFP
525
Vilga Financial Planning
New Jersey
$220K – – –
19 20
21
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