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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
76
Stonekeep Investments
New Mexico
$21.8M -$886K -17,572 -4%
TFG
77
Team Financial Group
California
$21.4M +$90.8K +1,801 +0.4%
GWANC
78
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.2M +$145K +2,878 +0.7%
RW
79
Regimen Wealth
Georgia
$21.1M +$364K +7,215 +2%
FCM
80
Fourpath Capital Management
Oklahoma
$20.7M +$20.8M +411,862 New
CCP
81
Cassia Capital Partners
North Carolina
$20.7M -$557K -11,049 -3%
UIC
82
Uniplan Investment Counsel
Wisconsin
$19.9M +$2.38M +47,238 +14%
UPS
83
UHLMANN PRICE SECURITIES
Illinois
$19.6M -$105K -2,076 -0.5%
AWS
84
Atria Wealth Solutions
New York
$19.1M +$9.49M +188,207 +98%
MPW
85
Melone Private Wealth
Michigan
$19.1M -$2.96M -58,773 -13%
DC
86
Dorval Corp
Minnesota
$18.8M +$537K +10,645 +3%
SG
87
Sharper & Granite
California
$18.5M +$6.46M +128,099 +53%
JCM
88
Jacobi Capital Management
Pennsylvania
$18.1M +$139K +2,758 +0.8%
MWM
89
Moulton Wealth Management
Washington
$17.4M +$2.83M +56,147 +19%
UAS
90
United Asset Strategies
New York
$17.3M -$3.27M -64,856 -16%
CSP
91
Cary Street Partners
Virginia
$17.3M +$1.39M +27,577 +9%
FNC
92
First National Corp
Massachusetts
$16.6M +$1.12M +22,244 +7%
LW
93
Lauer Wealth
Indiana
$16.4M -$2.4M -47,629 -13%
HF
94
HRT Financial
New York
$16.4M +$16.2M +320,565 +7,033%
CIA
95
Concurrent Investment Advisors
Florida
$16.3M -$40.3K -800 -0.2%
FSA
96
Financial Security Advisor
Virginia
$15.9M +$1.15M +22,742 +8%
ACA
97
Aptus Capital Advisors
Alabama
$15.4M +$127K +2,516 +0.8%
AF
98
Apexium Financial
Texas
$15.1M +$9.92M +196,855 +190%
EFH
99
Eaton Financial Holdings
Florida
$14.7M +$12.9M +256,198 +728%
LFS
100
Leibman Financial Services
Nebraska
$14.7M +$2.02M +40,045 +16%
2 3
4
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