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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
176
NVWM LLC
Pennsylvania
$5.33M +$490K +9,726 +10%
MPW
177
Melone Private Wealth
Michigan
$5.17M +$2.98M +59,250 +136%
EWA
178
Etesian Wealth Advisors
Oregon
$5.11M +$1.21M +23,991 +31%
EFS
179
Essex Financial Services
Connecticut
$5.07M -$2.73M -54,212 -35%
T
180
Tidemark
California
$5.03M +$5.04M +100,146 New
CPA
181
Clear Point Advisors
New York
$4.88M +$4.95M +98,302 New
OC
182
Oppenheimer & Co
New York
$4.78M +$617K +12,242 +15%
KLC
183
Knowledge Leaders Capital
Colorado
$4.78M -$389K -7,726 -8%
AF
184
Allworth Financial
California
$4.69M -$735K -14,598 -14%
PWMG
185
Prestige Wealth Management Group
New Jersey
$4.67M +$281K +5,578 +6%
GWANC
186
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.61M +$4.62M +91,750 New
LSAG
187
Lake Street Advisors Group
New Hampshire
$4.52M -$1.15M -22,829 -20%
EWM
188
Elmwood Wealth Management
California
$4.43M +$451K +8,963 +11%
AG
189
AlTi Global
New York
$4.42M +$4.43M +88,049 New
SMG
190
Smart Money Group
Texas
$4.27M -$456K -9,046 -10%
NP
191
NorthRock Partners
Minnesota
$4.25M +$4.26M +84,507 New
PPP
192
Private Portfolio Partners
New Jersey
$4.23M +$1.75M +34,761 +70%
F4L
193
Fortune 45 LLC
Louisiana
$4.23M -$5.89M -116,907 -58%
GSEP
194
Golden State Equity Partners
California
$4.2M +$225K +4,466 +6%
CI
195
Cambiar Investors
Colorado
$4.02M – – –
GWA
196
GGM Wealth Advisors
Maryland
$3.99M +$1.18M +23,475 +42%
EF
197
Empowered Funds
Pennsylvania
$3.91M -$46.2M -917,632 -92%
PA
198
PFG Advisors
Arizona
$3.87M -$865K -17,172 -18%
WCAMG
199
Woodard & Company Asset Management Group
North Carolina
$3.84M -$183K -3,630 -5%
CL
200
CIM LLC
New York
$3.83M +$112K +2,222 +3%
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