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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
176
CIM LLC
New York
$3.65M -$48.4K -961 -1%
BCI
177
Brinker Capital Investments
Pennsylvania
$3.65M +$3.26M +64,732 +827%
OPS
178
Orion Portfolio Solutions
Nebraska
$3.65M +$3.26M +64,732 +827%
TA
179
Tactive Advisors
Florida
$3.63M +$1.64M +32,643 +83%
EWMCB
180
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.56M -$1.03M -20,385 -22%
MG
181
Mather Group
Illinois
$3.39M -$194K -3,850 -5%
LMKC
182
L.M. Kohn & Company
Ohio
$3.33M +$2.45M +48,688 +277%
LW
183
Lauer Wealth
Indiana
$3.25M +$3.25M +64,545 New
IIC
184
Integrated Investment Consultants
Michigan
$3.21M -$115K -2,281 -3%
ASN
185
Advisory Services Network
Georgia
$3.21M +$727K +14,433 +29%
CSPAM
186
Cary Street Partners Asset Management
Virginia
$3.19M -$993K -19,715 -24%
SMG
187
Smart Money Group
Texas
$3.19M +$3.19M +63,295 New
DWMG
188
DB Wealth Management Group
California
$3.17M -$29.6K -587 -0.9%
MWAM
189
Manhattan West Asset Management
California
$2.99M -$19.8K -394 -0.7%
SWM
190
Segment Wealth Management
Texas
$2.92M -$382K -7,575 -12%
VAS
191
Vestmark Advisory Solutions
Massachusetts
$2.91M -$514K -10,213 -15%
FA
192
Fiduciary Alliance
South Carolina
$2.74M -$7.81M -155,039 -74%
WCFA
193
Walkner Condon Financial Advisors
Wisconsin
$2.7M +$1.58M +31,275 +140%
IAN
194
Integrated Advisors Network
Texas
$2.67M -$52.1K -1,035 -2%
MA
195
MBA Advisors
Pennsylvania
$2.65M +$198K +3,925 +8%
BWP
196
Bernardo Wealth Planning
Pennsylvania
$2.55M +$235K +4,670 +10%
BRWA
197
B. Riley Wealth Advisors
Florida
$2.54M +$163K +3,246 +7%
AWA
198
AmeriServ Wealth Advisors
Pennsylvania
$2.49M -$5.73M -113,760 -70%
SFG
199
StrategIQ Financial Group
Indiana
$2.48M +$1.34M +26,521 +117%
NL
200
NWAM LLC
Washington
$2.41M +$15.2K +301 +0.6%
6 7
8
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