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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
$878M +$39.7M +786,989 +5%
Bank of America
2
Bank of America
North Carolina
$802M +$78.2M +1,551,622 +11%
LPL Financial
3
LPL Financial
California
$642M -$4.81M -95,381 -0.7%
STA
4
Summit Trail Advisors
New York
$500M +$67.1M +1,331,889 +15%
NW
5
NewEdge Wealth
Pennsylvania
$384M -$35.2M -698,026 -8%
Raymond James Financial
6
Raymond James Financial
Florida
$354M -$3.39M -67,270 -0.9%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$265M -$97.9M -1,942,001 -27%
BW
8
BIP Wealth
Georgia
$257M -$10.4M -206,342 -4%
UBS Group
9
UBS Group
Switzerland
$256M -$27.3M -542,477 -10%
Wells Fargo
10
Wells Fargo
California
$198M +$30.4M +602,708 +18%
Ameriprise
11
Ameriprise
Minnesota
$193M +$31.9M +633,903 +20%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$142M -$16.5M -327,392 -10%
SWA
13
Serenus Wealth Advisors
California
$122M -$9.33M -185,212 -7%
HighTower Advisors
14
HighTower Advisors
Illinois
$118M -$1.95M -38,787 -2%
PAG
15
Private Advisor Group
New Jersey
$117M +$16.5M +326,696 +16%
KAS
16
Kestra Advisory Services
Texas
$101M +$44.5M +882,801 +78%
IWM
17
IHT Wealth Management
Illinois
$89.7M -$6.73M -133,616 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$86M +$3.22M +63,810 +4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$86M -$24.5M -485,956 -22%
MCM
20
Morton Capital Management
California
$84.5M +$1.04M +20,603 +1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$76.9M +$11.9M +235,333 +18%
CPCM
22
Cardinal Point Capital Management
Ontario, Canada
$74.2M +$1.89M +37,555 +3%
GVCM
23
Global View Capital Management
Wisconsin
$69.3M +$13.3M +264,727 +24%
SMCM
24
Sky-Mountain Capital Management
Idaho
$64.1M +$1.51M +29,892 +2%
DC
25
Davenport & Co
Virginia
$63.7M +$503K +9,973 +0.8%
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