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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
501
Creative Planning
Kansas
– -$1.06M -21,194 Closed
SAG
502
SageView Advisory Group
California
– -$1M -19,973 Closed
AWM
503
Angeles Wealth Management
California
– -$928K -18,472 Closed
CWA
504
Choice Wealth Advisors
Maine
– -$844K -16,801 Closed
SPA
505
Sentinel Pension Advisors
Massachusetts
– -$808K -16,074 Closed
BA
506
Bridge Advisory
California
– -$749K -14,905 Closed
VHAM
507
Van Hulzen Asset Management
California
– -$598K -11,897 Closed
OWMIAS
508
One Wealth Management Investment & Advisory Services
Florida
– -$588K -11,707 Closed
PWM
509
Perigon Wealth Management
California
– -$579K -11,515 Closed
AWM
510
Apollon Wealth Management
South Carolina
– -$552K -10,990 Closed
PIA
511
Perennial Investment Advisors
California
– -$551K -10,960 Closed
PEA
512
Park Edge Advisors
Ohio
– -$524K -10,434 Closed
DFA
513
DHK Financial Advisors
New Hampshire
– -$502K -10,000 Closed
Vontobel Holding
514
Vontobel Holding
Switzerland
– -$500K -9,960 Closed
AllianceBernstein
515
AllianceBernstein
Tennessee
– -$475K -9,448 Closed
WWM
516
WJ Wealth Management
Arizona
– -$461K -9,168 Closed
AWE
517
Avidian Wealth Enterprises
Texas
– -$449K -8,945 Closed
W
518
Wealthquest
Ohio
– -$428K -8,514 Closed
SAM
519
Secure Asset Management
Michigan
– -$411K -8,187 Closed
TI
520
Trexquant Investment
Connecticut
– -$410K -8,164 Closed
CFGS
521
Concourse Financial Group Securities
Alabama
– -$411K -8,156 Closed
RFA
522
Resurgent Financial Advisors
Georgia
– -$386K -7,681 Closed
VAS
523
Vestmark Advisory Solutions
Massachusetts
– -$378K -7,517 Closed
MAG
524
Mayfair Advisory Group
Alabama
– -$362K -7,204 Closed
Focus Partners Wealth
525
Focus Partners Wealth
Massachusetts
– -$353K -7,019 Closed
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