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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
$1.09B -$35.3M -701,752 -3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.02B +$971K +19,290 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$888M -$54.3M -1,078,651 -6%
Bank of America
4
Bank of America
North Carolina
$759M -$36.5M -724,099 -5%
LPL Financial
5
LPL Financial
California
$718M -$66.1M -1,311,782 -8%
UBS Group
6
UBS Group
Switzerland
$381M -$33.3M -661,796 -8%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$356M +$5.8M +115,156 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$339M +$18M +357,992 +6%
BW
9
BIP Wealth
Georgia
$258M +$709M +14,070,631 +257%
Ameriprise
10
Ameriprise
Minnesota
$218M -$12.3M -244,864 -5%
SWA
11
Serenus Wealth Advisors
California
$216M -$34.5M -685,874 -14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$173M +$1.98M +39,313 +1%
Wells Fargo
13
Wells Fargo
California
$170M +$1.28M +25,342 +0.8%
PAG
14
Private Advisor Group
New Jersey
$121M -$10.2M -202,305 -8%
HighTower Advisors
15
HighTower Advisors
Illinois
$105M +$11.5M +229,026 +12%
IWM
16
IHT Wealth Management
Illinois
$102M -$7.3M -144,941 -7%
Osaic Holdings
17
Osaic Holdings
Arizona
$98.8M -$4.85M -96,235 -5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$90.7M +$11.9M +236,657 +15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$75.5M -$4.4M -87,303 -5%
MCM
20
Morton Capital Management
California
$74.1M -$1.04M -20,553 -1%
CPCM
21
Cardinal Point Capital Management
Ontario, Canada
$71.8M -$698K -13,853 -1%
KAM
22
Knightsbridge Asset Management
California
$69.8M +$62.3M +1,237,396 +821%
ABWM
23
Alpine Bank Wealth Management
Colorado
$69.3M -$5.56M -110,314 -7%
KAS
24
Kestra Advisory Services
Texas
$65.1M -$3.05M -60,650 -4%
DC
25
Davenport & Co
Virginia
$63M +$4.2M +83,489 +7%
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