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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
201
Fermata Advisors
California
$385K +$385K +7,656 New
FAIM
202
Financial Advocates Investment Management
Washington
$382K +$382K +7,580 New
RC
203
RegentAtlantic Capital
New Jersey
$370K +$370K +7,353 New
TIAM2
204
Tru Independence Asset Management 2
Oregon
$369K +$369K +7,325 New
NWM
205
Northwest Wealth Management
Iowa
$338K -$105K -2,086 -24%
AWC
206
Adamsbrown Wealth Consultants
Kansas
$321K +$321K +6,368 New
RJT
207
Raymond James Trust
Florida
$309K +$309K +6,145 New
MMM
208
Mendel Money Management
Illinois
$303K +$303K +6,026 New
PCWA
209
Pacific Capital Wealth Advisors
California
$302K – – –
LTL
210
Lowery Thomas LLC
California
$300K +$300K +5,967 New
TF
211
Trek Financial
Arizona
$286K +$286K +5,686 New
HCA
212
Harbour Capital Advisors
Virginia
$281K +$281K +5,575 New
NC
213
NewSquare Capital
Pennsylvania
$280K +$280K +5,570 New
PA
214
Pinnacle Associates
New York
$277K -$244K -4,845 -47%
PWMAG
215
Pinnacle Wealth Management Advisory Group
New Jersey
$277K -$244K -4,845 -47%
VCM
216
Virtue Capital Management
Tennessee
$271K – – –
FNC
217
First National Corp
Massachusetts
$244K +$244K +4,839 New
BOM
218
Bank of Marin
California
$238K +$238K +4,730 New
AC
219
ASB Consultores
Florida
$231K +$352 +7 +0.2%
TI
220
Trexquant Investment
Connecticut
$230K +$230K +4,564 New
IWN
221
Independent Wealth Network
Iowa
$230K +$230K +4,567 New
TCWM
222
Total Clarity Wealth Management
Illinois
$229K +$229K +4,544 New
PA
223
Procyon Advisors
Connecticut
$225K +$225K +4,472 New
WMA
224
Wealth Management Associates
New Jersey
$211K +$50 +1 +0%
S
225
Surevest
California
$170K +$170K +3,383 New
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