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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
201
LWM Advisory Services
Florida
$5.41M +$756K +15,000 +16%
OAS
202
Optivise Advisory Services
Tennessee
$5.38M +$5.39M +106,875 New
ETC
203
Exchange Traded Concepts
Oklahoma
$5.31M -$50.4K -1,000 -0.9%
SOS
204
Silver Oak Securities
Tennessee
$5.29M -$220K -4,368 -4%
GCWM
205
Guided Capital Wealth Management
Texas
$5.22M -$8.27M -164,066 -61%
SG
206
StoneX Group
New York
$4.93M +$343K +6,808 +7%
YWM
207
Yoder Wealth Management
California
$4.83M +$157K +3,115 +3%
CL
208
CIM LLC
New York
$4.64M +$50.3K +999 +1%
EI
209
Ellevest Inc
New York
$4.54M -$500K -9,915 -10%
EP
210
Edgestream Partners
New Jersey
$4.47M +$1.77M +35,086 +65%
PA
211
Pinnacle Associates
New York
$4.46M +$1.34M +26,556 +43%
CFP
212
Curran Financial Partners
South Carolina
$4.42M -$1.05M -20,852 -19%
WCAMG
213
Woodard & Company Asset Management Group
North Carolina
$4.37M -$228K -4,516 -5%
CLP
214
Charis Legacy Partners
Texas
$4.35M +$27.5K +546 +0.6%
WWM
215
Western Wealth Management
Colorado
$4.31M -$794K -15,765 -16%
GWM
216
Geneos Wealth Management
Colorado
$4.29M -$1.93M -38,268 -31%
CB
217
Centennial Bank
Arkansas
$4.27M +$3.58M +71,064 +514%
AWM
218
Activest Wealth Management
Florida
$4.19M -$1.72M -34,095 -29%
FFG
219
First Financial Group
North Carolina
$4.11M -$61.8K -1,227 -1%
MWML
220
M Wealth Management LLC
California
$4.09M +$23.3K +463 +0.6%
GSWM
221
Golden State Wealth Management
California
$4.06M -$1.27M -25,273 -24%
ACM
222
Andina Capital Management
Utah
$4.03M -$3.97M -78,711 -50%
MG
223
Mather Group
Illinois
$4M +$3.54M +70,165 +749%
PWMAG
224
Pinnacle Wealth Management Advisory Group
New Jersey
$3.92M +$2.02M +40,114 +106%
JSL
225
JT Stratford LLC
Georgia
$3.87M +$509K +10,106 +15%
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