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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
451
Curi RMB Capital
Illinois
$367K +$7.81K +155 +2%
LA
452
Latitude Advisors
Florida
$363K -$323K -6,420 -47%
HI
453
Harbour Investments
Wisconsin
$348K -$50.1K -995 -13%
AIC
454
Archer Investment Corporation
Indiana
$346K -$19.6K -390 -5%
GSC
455
G&S Capital
Colorado
$342K -$367K -7,282 -52%
EPAM
456
Euro Pacific Asset Management
Puerto Rico
$338K -$554K -10,995 -62%
FFA
457
Florida Financial Advisors
Florida
$332K -$55.4K -1,100 -14%
VCP
458
Verus Capital Partners
Arizona
$328K +$26K +517 +9%
GLA
459
Good Life Advisors
Pennsylvania
$327K +$47.1K +936 +17%
MWM
460
Maridea Wealth Management
New York
$325K +$83.7K +1,662 +35%
CQWA
461
Chokshi & Queen Wealth Advisors
California
$323K -$111K -2,198 -25%
PG
462
Prostatis Group
Maryland
$323K +$24K +477 +8%
GG
463
GenWealth Group
New Jersey
$320K +$26.4K +524 +9%
IWA
464
Icon Wealth Advisors
Texas
$314K – – –
AC
465
Apella Capital
Connecticut
$305K – – –
IA
466
Insight Advisors
Pennsylvania
$304K -$607K -12,058 -67%
WE
467
Wealth Effects
Massachusetts
$303K +$303K +6,024 New
FA
468
Fiduciary Alliance
South Carolina
$302K – – –
TWM
469
Trueblood Wealth Management
Ohio
$302K +$302K +6,000 New
SPC
470
Sigma Planning Corp
Michigan
$300K -$77.1K -1,531 -20%
BCM
471
Brookstone Capital Management
Illinois
$298K +$299K +5,931 New
CAM
472
Creekmur Asset Management
Illinois
$296K -$101 -2 -0%
VBFP
473
Valtinson Bruner Financial Planning
Minnesota
$295K – – –
DWT
474
Dorsey & Whitney Trust
South Dakota
$285K -$100K -1,988 -26%
NS
475
NBC Securities
Alabama
$284K +$13K +259 +5%
17 18
19
20 21