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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1
Summit Trail Advisors
New York
$1.25B +$218M +4,331,479 +21%
Bank of America
2
Bank of America
North Carolina
$1.22B -$116M -2,308,256 -9%
Morgan Stanley
3
Morgan Stanley
New York
$1.04B -$1.11B -22,077,404 -52%
JP Morgan Chase
4
JP Morgan Chase
New York
$662M +$133M +2,647,625 +25%
LPL Financial
5
LPL Financial
California
$655M +$18.9M +374,897 +3%
Ameriprise
6
Ameriprise
Minnesota
$401M -$52.9M -1,051,219 -12%
UBS Group
7
UBS Group
Switzerland
$362M -$38.7M -769,468 -10%
BW
8
BIP Wealth
Georgia
$306M +$19.7M +390,824 +7%
RBA
9
Richard Bernstein Advisors
New York
$245M -$10.4M -206,000 -4%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$232M -$4.68M -92,882 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$225M +$8.29M +164,578 +4%
Wells Fargo
12
Wells Fargo
California
$200M -$38.4M -763,461 -16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$136M +$26.8M +532,389 +24%
HighTower Advisors
14
HighTower Advisors
Illinois
$126M -$6.01M -119,419 -5%
SEIA
15
Signature Estate & Investment Advisors
California
$123M +$9.83M +195,246 +9%
PAG
16
Private Advisor Group
New Jersey
$117M +$4.57M +90,794 +4%
KAS
17
Kestra Advisory Services
Texas
$101M +$29.1M +578,060 +41%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$100M -$17.9M -355,727 -15%
RJA
19
Raymond James & Associates
Florida
$99.7M -$1.52M -30,219 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$99.5M +$99.6M +1,977,670 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$95.9M +$49.1M +974,687 +104%
C
22
Certuity
Florida
$95.3M +$21.2M +420,178 +28%
Osaic Holdings
23
Osaic Holdings
Arizona
$83.7M -$112M -2,227,163 -57%
KWAG
24
Kiely Wealth Advisory Group
North Carolina
$82M -$82.1K -1,631 -0.1%
Renaissance Technologies
25
Renaissance Technologies
New York
$77.5M – – –
1
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