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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
101
Castle Rock Wealth Management
California
$503K +$503K +10,000 New
MG
102
Mather Group
Illinois
$477K +$476K +9,478 New
CA
103
Continuum Advisory
Idaho
$474K +$473K +9,416 New
ACM
104
Advisors Capital Management
New Jersey
$467K +$467K +9,296 New
FT
105
Fiduciary Trust
Massachusetts
$453K +$452K +9,000 New
VWA
106
VERITY Wealth Advisors
United States
$449K +$449K +8,933 New
NWM
107
Northwest Wealth Management
Iowa
$443K +$442K +8,805 New
WWM
108
Wolff Wiese Magana
California
$435K +$435K +8,657 New
Osaic Holdings
109
Osaic Holdings
Arizona
$429K +$430K +8,554 New
BA
110
Bristlecone Advisors
Washington
$383K +$383K +7,616 New
William Blair & Company
111
William Blair & Company
Illinois
$330K +$330K +6,569 New
SW
112
SVB Wealth
Massachusetts
$318K +$318K +6,327 New
PCWA
113
Pacific Capital Wealth Advisors
California
$302K +$302K +6,000 New
BCA
114
Bay Colony Advisors
Massachusetts
$285K +$284K +5,661 New
GSEP
115
Golden State Equity Partners
California
$277K +$276K +5,501 New
VCM
116
Virtue Capital Management
Tennessee
$271K +$271K +5,391 New
IAN
117
Integrated Advisors Network
Texas
$234K +$234K +4,650 New
AC
118
ASB Consultores
Florida
$230K +$230K +4,579 New
MFG
119
Merit Financial Group
Georgia
$230K +$230K +4,581 New
FA
120
FDx Advisors
Illinois
$223K +$222K +4,427 New
ICP
121
Interchange Capital Partners
Pennsylvania
$222K +$222K +4,427 New
ACA
122
Aptus Capital Advisors
Alabama
$212K +$212K +4,210 New
WMA
123
Wealth Management Associates
New Jersey
$211K +$211K +4,196 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$193K +$193K +3,846 New
JP Morgan Chase
125
JP Morgan Chase
New York
$182K +$182K +3,616 New
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