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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
526
Baker Tilly Wealth Management
Wisconsin
– -$1.6M -31,801 Closed
FW
527
FirstPurpose Wealth
Utah
– -$1.41M -28,007 Closed
LAS
528
Lloyd Advisory Services
Georgia
– -$1.37M -27,224 Closed
HW
529
Hedeker Wealth
Illinois
– -$1.22M -24,324 Closed
HF
530
HRT Financial
New York
– -$1.21M -23,960 Closed
LHC
531
Little House Capital
Massachusetts
– -$1.07M -21,358 Closed
AC
532
AlphaCore Capital
California
– -$1.01M -20,000 Closed
BOPW
533
Brandywine Oak Private Wealth
Pennsylvania
– -$981K -19,496 Closed
CIAS
534
CFS Investment Advisory Services
New Jersey
– -$970K -19,283 Closed
PCM
535
Prelude Capital Management
New York
– -$906K -18,000 Closed
PAG
536
Private Advisory Group
Washington
– -$875K -17,380 Closed
BPA
537
Beacon Pointe Advisors
California
– -$761K -15,128 Closed
UWM
538
USAdvisors Wealth Management
Minnesota
– -$556K -11,056 Closed
SEA
539
Stegent Equity Advisors
Texas
– -$546K -10,849 Closed
FA
540
Fountainhead AM
New Jersey
– -$503K -9,987 Closed
BFG
541
Bouchey Financial Group
New York
– -$442K -8,792 Closed
DI
542
DFPG Investments
Utah
– -$432K -8,579 Closed
MAG
543
Members Advisory Group
New York
– -$352K -6,994 Closed
AWA
544
Arkadios Wealth Advisors
Georgia
– -$347K -6,897 Closed
NWM
545
Northwest Wealth Management
Iowa
– -$283K -5,617 Closed
NCM
546
Northwest Capital Management
Oregon
– -$274K -5,440 Closed
FA
547
Fiduciary Alliance
South Carolina
– -$247K -4,899 Closed
SW
548
SVB Wealth
Massachusetts
– -$242K -4,801 Closed
RFA
549
Register Financial Advisors
Georgia
– -$226K -4,499 Closed
Thrivent Financial for Lutherans
550
Thrivent Financial for Lutherans
Minnesota
– -$226K -4,491 Closed
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