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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
ZI
451
ZEGA Investments
Florida
$360K -$196K -3,886 -35%
GAG
452
GM Advisory Group
New York
$353K +$354K +7,023 New
HI
453
Harbour Investments
Wisconsin
$344K -$3.12K -62 -0.9%
FCA
454
Fortis Capital Advisors
Kansas
$340K -$375K -7,445 -52%
SA
455
Sovran Advisors
California
$336K +$336K +6,682 New
AWG
456
Altus Wealth Group
Colorado
$334K -$40.6K -806 -11%
AIC
457
Archer Investment Corporation
Indiana
$328K -$17.9K -355 -5%
SC
458
Summa Corp
Texas
$322K +$322K +6,400 New
IFG
459
Independent Financial Group
California
$312K +$73.9K +1,468 +31%
BCM
460
Brookstone Capital Management
Illinois
$303K +$5.24K +104 +2%
SPC
461
Sigma Planning Corp
Michigan
$303K +$3.22K +64 +1%
PAMG
462
Patton Albertson Miller Group
Tennessee
$302K +$302K +6,000 New
IA
463
Insight Advisors
Pennsylvania
$300K -$3.68K -73 -1%
AC
464
Apella Capital
Connecticut
$300K -$4.93K -98 -2%
MAG
465
MRA Advisory Group
New Jersey
$298K -$132K -2,625 -31%
CAM
466
Creekmur Asset Management
Illinois
$295K -$353 -7 -0.1%
VBFP
467
Valtinson Bruner Financial Planning
Minnesota
$295K – – –
CQWA
468
Chokshi & Queen Wealth Advisors
California
$285K -$37.9K -753 -12%
GFG
469
Goldstone Financial Group
Illinois
$284K -$1.8M -35,759 -86%
GAM
470
Gotham Asset Management
New York
$280K – – –
TFA
471
Tobias Financial Advisors
Florida
$279K -$28.5M -565,344 -99%
FAM
472
Frontier Asset Management
Wyoming
$270K +$302 +6 +0.1%
PG
473
Prostatis Group
Maryland
$266K -$57.4K -1,140 -18%
VWA
474
VERITY Wealth Advisors
United States
$265K – – –
TFM
475
Trademark Financial Management
Minnesota
$263K -$267K -5,295 -50%
17 18
19
20 21