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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
501
Golden State Equity Partners
California
$255K +$255K +5,065 New
BWP
502
Baldwin Wealth Partners
Massachusetts
$252K – – –
LSA
503
L & S Advisors
California
$252K – – –
VAG
504
VisionPoint Advisory Group
Texas
$251K -$302 -6 -0.1%
HWM
505
HB Wealth Management
Georgia
$246K +$246K +4,887 New
KFGK
506
Keystone Financial Group (Kentucky)
Kentucky
$245K +$2.37K +47 +1%
DWM
507
Diversify Wealth Management
Utah
$243K +$10.4K +207 +4%
DWM
508
DeLarme Wealth Management
California
$240K +$240K +4,773 New
VBFP
509
Valtinson Bruner Financial Planning
Minnesota
$240K -$55.1K -1,094 -19%
TWC
510
TD Waterhouse Canada
Ontario, Canada
$239K +$239K +4,754 New
SFA
511
Sequoia Financial Advisors
Ohio
$238K -$125K -2,487 -34%
SPWG
512
Sage Private Wealth Group
Illinois
$235K +$235K +4,669 New
WCFA
513
Walkner Condon Financial Advisors
Wisconsin
$233K -$856 -17 -0.4%
GWS
514
Glassman Wealth Services
Virginia
$225K +$225K +4,477 New
CCG
515
Cypress Capital Group
Florida
$222K +$222K +4,420 New
KFG
516
Kingdom Financial Group
Arizona
$222K +$222K +4,415 New
VFP
517
Vilga Financial Planning
New Jersey
$220K +$220K +4,376 New
HA
518
HFG Advisors
Ohio
$212K +$212K +4,209 New
CRC
519
Curi RMB Capital
Illinois
$209K -$7.05K -140 -3%
BFA
520
Brown Financial Advisory
Alabama
$208K – – –
RWM
521
Revisor Wealth Management
Ohio
$207K -$21.5K -428 -9%
CIA
522
Capital Investment Advisors
Georgia
$202K -$45.3K -900 -18%
BTI
523
Blue Trust Inc
Georgia
$191K – – –
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K – – –
MM
525
Main Management
California
$162K +$16.1K +319 +11%
19 20
21
22 23