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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$836M +$235M +4,673,782 +39%
3AM
2
3EDGE Asset Management
Florida
$521M +$404M +8,028,704 +345%
STA
3
Summit Trail Advisors
New York
$399M +$399M +7,931,880 New
Morgan Stanley
4
Morgan Stanley
New York
$396M +$265M +5,268,157 +202%
RBA
5
Richard Bernstein Advisors
New York
$391M +$63.5M +1,261,770 +19%
Ameriprise
6
Ameriprise
Minnesota
$245M +$119M +2,355,577 +95%
LPL Financial
7
LPL Financial
California
$168M +$168M +3,337,358 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$131M +$51.7M +1,027,907 +65%
UBS Group
9
UBS Group
Switzerland
$130M +$74.5M +1,480,155 +134%
Wells Fargo
10
Wells Fargo
California
$103M +$61.3M +1,218,003 +148%
Osaic Holdings
11
Osaic Holdings
Arizona
$91.3M +$90.9M +1,805,716 +21,110%
II
12
Inspire Investing
Idaho
$89.4M +$89.4M +1,775,752 New
TC
13
TownSquare Capital
Utah
$80.5M +$64.2M +1,274,707 +393%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$74.1M +$18.1M +360,479 +32%
BS
15
Banco Santander
Spain
$73.6M +$3.65M +72,526 +5%
JP Morgan Chase
16
JP Morgan Chase
New York
$65.8M +$65.7M +1,304,375 +36,072%
SEIA
17
Signature Estate & Investment Advisors
California
$57M +$57.1M +1,133,466 New
DCM
18
Disciplina Capital Management
Tennessee
$46.6M +$46.6M +925,205 New
Goldman Sachs
19
Goldman Sachs
New York
$45.2M +$32.9M +654,051 +269%
SFI
20
SPC Financial Inc
Maryland
$44.9M +$44.9M +891,468 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$40.7M +$5.4M +107,347 +15%
MFG
22
Merit Financial Group
Georgia
$40.7M +$40.5M +803,544 +17,541%
HighTower Advisors
23
HighTower Advisors
Illinois
$36.1M +$28.1M +559,086 +351%
DC
24
Davenport & Co
Virginia
$35.4M +$14.1M +279,728 +66%
MAC
25
Mason & Associates (California)
California
$34.9M +$34.9M +694,193 New
1
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