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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
201
Vishria Bird Financial Group
Tennessee
$2.24M -$11K -218 -0.5%
BTWM
202
Baker Tilly Wealth Management
Wisconsin
$2.23M -$2.67M -53,086 -54%
HIP
203
HUB Investment Partners
Texas
$2.23M +$2.23M +44,364 New
AWM
204
Axxcess Wealth Management
California
$2.2M +$695K +13,809 +46%
MSFS
205
Main Street Financial Solutions
Pennsylvania
$2.19M -$490K -9,738 -18%
HI
206
Harbour Investments
Wisconsin
$2.17M -$916K -18,202 -30%
EFG
207
Ethos Financial Group
Pennsylvania
$2.13M +$1.89M +37,622 +807%
TA
208
Tiedemann Advisors
New York
$2.1M +$1.6M +31,871 +319%
OIA
209
OneDigital Investment Advisors
Kansas
$2.08M -$6.18M -122,760 -75%
BFM
210
Boothbay Fund Management
New York
$1.99M +$1.99M +39,592 New
TA
211
Tactive Advisors
Florida
$1.98M +$1.98M +39,402 New
SPC
212
Sigma Planning Corp
Michigan
$1.96M -$348K -6,922 -15%
FHA
213
Flagship Harbor Advisors
Massachusetts
$1.91M +$1.06M +21,008 +124%
MMM
214
Mendel Money Management
Illinois
$1.9M -$106K -2,115 -5%
ICMP
215
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.87M +$227K +4,519 +98%
AI
216
Atria Investments
North Carolina
$1.82M +$298K +5,926 +20%
AA
217
AlphaQ Advisors
Florida
$1.82M +$702K +13,939 +63%
FAIM
218
Financial Advocates Investment Management
Washington
$1.81M +$1.39M +27,558 +322%
EWM
219
Executive Wealth Management
Michigan
$1.71M +$1.71M +33,976 New
FHC
220
First Heartland Consultants
Missouri
$1.69M +$193K +3,842 +13%
FA
221
Fermata Advisors
California
$1.69M -$965K -19,183 -37%
CA
222
Calton & Associates
Florida
$1.62M -$251K -4,983 -13%
CWM
223
Castle Wealth Management
Florida
$1.61M -$11.1M -220,753 -87%
1WM
224
1900 Wealth Management
Texas
$1.58M -$1.58M -31,491 -50%
RA
225
RFG Advisory
Alabama
$1.57M +$75.8K +1,507 +5%
7 8
9
10 11