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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$838M -$50.6M -1,006,010 -6%
Bank of America
2
Bank of America
North Carolina
$724M -$36.3M -721,631 -5%
LPL Financial
3
LPL Financial
California
$647M -$71.5M -1,421,615 -10%
STA
4
Summit Trail Advisors
New York
$433M -$656M -13,040,071 -60%
NW
5
NewEdge Wealth
Pennsylvania
$419M +$419M +8,330,402 New
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$362M +$5.9M +117,325 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$358M +$18.7M +371,877 +6%
UBS Group
8
UBS Group
Switzerland
$283M -$98.3M -1,953,258 -26%
BW
9
BIP Wealth
Georgia
$267M -$717M -14,239,545 -73%
Wells Fargo
10
Wells Fargo
California
$168M -$2.62M -52,105 -2%
Ameriprise
11
Ameriprise
Minnesota
$161M -$57.6M -1,144,037 -26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$158M -$15.5M -307,809 -9%
SWA
13
Serenus Wealth Advisors
California
$131M -$84.8M -1,685,227 -39%
HighTower Advisors
14
HighTower Advisors
Illinois
$120M +$14.7M +292,960 +14%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$110M +$19.7M +391,003 +22%
PAG
16
Private Advisor Group
New Jersey
$100M -$21.3M -423,780 -18%
IWM
17
IHT Wealth Management
Illinois
$96.4M -$5.85M -116,308 -6%
KAM
18
Knightsbridge Asset Management
California
$93.6M +$23.8M +472,802 +34%
MCM
19
Morton Capital Management
California
$83.4M +$9.22M +183,095 +12%
Osaic Holdings
20
Osaic Holdings
Arizona
$82.8M -$16.1M -319,608 -16%
CPCM
21
Cardinal Point Capital Management
Ontario, Canada
$72.3M +$552K +10,977 +0.8%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$65M +$4.42M +87,774 +7%
DC
23
Davenport & Co
Virginia
$63.2M +$94.1K +1,869 +0.1%
SMCM
24
Sky-Mountain Capital Management
Idaho
$62.7M +$1.24M +24,642 +2%
WANY
25
Wealthspire Advisors (New York)
New York
$59.1M +$25.9M +513,733 +78%
1
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