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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
626
Private Management Group
California
– -$641K -12,735 Closed
BIP
627
Blueprint Investment Partners
North Carolina
– -$550K -10,924 Closed
SPWM
628
Spartan Planning & Wealth Management
North Carolina
– -$550K -10,924 Closed
IWN
629
Independent Wealth Network
Iowa
– -$421K -8,358 Closed
FFA
630
Florida Financial Advisors
Florida
– -$390K -7,744 Closed
Citadel Advisors
631
Citadel Advisors
Florida
– -$334K -6,629 Closed
IASG
632
Investment Advisory Services Group
Florida
– -$295K -5,863 Closed
PFS
633
Prospera Financial Services
Texas
– -$257K -5,101 Closed
KFGK
634
Keystone Financial Group (Kentucky)
Kentucky
– -$247K -4,904 Closed
MAG
635
MRA Advisory Group
New Jersey
– -$241K -4,787 Closed
GFG
636
Goldstone Financial Group
Illinois
– -$218K -4,337 Closed
CPA
637
Capital Performance Advisors
California
– -$210K -4,170 Closed
CRC
638
Curi RMB Capital
Illinois
– -$209K -4,158 Closed
PF
639
Prota Financial
Texas
– -$201K -3,987 Closed
LWP
640
LFG Wealth Partners
Kentucky
– -$201K -3,984 Closed
LWMI
641
Legacy Wealth Management (Idaho)
Idaho
– -$148K -2,949 Closed
LAS
642
Lloyd Advisory Services
Georgia
– -$147K -2,916 Closed
MPWT
643
MassMutual Private Wealth & Trust
Connecticut
– -$85.6K -1,700 Closed
PNC Financial Services Group
644
PNC Financial Services Group
Pennsylvania
– -$76.6K -1,522 Closed
MWA
645
Merkkuri Wealth Advisors
New York
– -$70.3K -1,396 Closed
BOJHT
646
Bank of Jackson Hole Trust
Wyoming
– -$60.3K -1,198 Closed
FF
647
Frankly Finances
Florida
– -$49.3K -980 Closed
ST
648
Smithfield Trust
Pennsylvania
– -$44K -874 Closed
CAN
649
Capital Advisor Network
Indiana
– -$37K -734 Closed
PWA
650
Physician Wealth Advisors
Utah
– -$31.2K -620 Closed
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