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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
201
EP Wealth Advisors
California
$2.4M +$12.1M +240,855 +341%
CWA
202
Centennial Wealth Advisory
Michigan
$2.39M -$41.4K -822 -2%
HI
203
Harbour Investments
Wisconsin
$2.37M +$193K +3,829 +9%
SPC
204
Sigma Planning Corp
Michigan
$2.29M +$326K +6,482 +17%
VBFG
205
Vishria Bird Financial Group
Tennessee
$2.23M -$10.3K -204 -0.5%
SHFP
206
Second Half Financial Partners
Florida
$2.22M +$2.22M +44,108 New
MSFS
207
Main Street Financial Solutions
Pennsylvania
$2.19M -$4.89K -97 -0.2%
CWP
208
Core Wealth Partners
California
$2.17M -$199K -3,958 -8%
CA
209
Calton & Associates
Florida
$2.16M +$535K +10,630 +33%
AWAU
210
Alliance Wealth Advisors (Utah)
Utah
$2.14M -$519K -10,306 -19%
EFG
211
Ethos Financial Group
Pennsylvania
$2.13M – – –
VF
212
VitalStone Financial
Texas
$2.11M +$2.12M +42,161 New
TA
213
Tiedemann Advisors
New York
$2.11M – – –
FZCM
214
Flynn Zito Capital Management
New York
$2.09M -$464K -9,221 -18%
FA
215
Fermata Advisors
California
$2.05M +$405K +8,045 +25%
AI
216
Atria Investments
North Carolina
$2.03M +$204K +4,049 +11%
IWP
217
IAG Wealth Partners
Wisconsin
$1.99M -$852K -16,920 -30%
AG
218
Ascent Group
Virginia
$1.98M +$1.98M +39,285 New
OIA
219
OneDigital Investment Advisors
Kansas
$1.98M -$98.8K -1,961 -5%
FAIM
220
Financial Advocates Investment Management
Washington
$1.96M +$139K +2,762 +8%
IWP
221
Invenio Wealth Partners
Florida
$1.85M +$1.85M +36,766 New
BTWM
222
Baker Tilly Wealth Management
Wisconsin
$1.84M -$399K -7,929 -18%
WWA
223
WCG Wealth Advisors
Nevada
$1.82M +$1.13M +22,472 +165%
AWM
224
Axxcess Wealth Management
California
$1.81M -$391K -7,754 -18%
AA
225
Addison Advisors
Vermont
$1.81M -$611K -12,135 -25%
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