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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
451
Sequoia Financial Advisors
Ohio
$363K -$133K -2,645 -27%
ZI
452
ZEGA Investments
Florida
$360K -$196K -3,886 -35%
GAG
453
GM Advisory Group
New York
$353K +$354K +7,023 New
HI
454
Harbour Investments
Wisconsin
$344K -$3.12K -62 -0.9%
FCA
455
Fortis Capital Advisors
Kansas
$340K -$375K -7,445 -52%
SA
456
Sovran Advisors
California
$336K +$336K +6,682 New
AWG
457
Altus Wealth Group
Colorado
$334K -$40.6K -806 -11%
AIC
458
Archer Investment Corporation
Indiana
$328K -$17.9K -355 -5%
SC
459
Summa Corp
Texas
$322K +$322K +6,400 New
IFG
460
Independent Financial Group
California
$312K +$73.9K +1,468 +31%
BCM
461
Brookstone Capital Management
Illinois
$303K +$5.24K +104 +2%
SPC
462
Sigma Planning Corp
Michigan
$303K +$3.22K +64 +1%
PAMG
463
Patton Albertson Miller Group
Tennessee
$302K +$302K +6,000 New
IA
464
Insight Advisors
Pennsylvania
$300K -$3.68K -73 -1%
AC
465
Apella Capital
Connecticut
$300K -$4.93K -98 -2%
MAG
466
MRA Advisory Group
New Jersey
$298K -$132K -2,625 -31%
CAM
467
Creekmur Asset Management
Illinois
$295K -$353 -7 -0.1%
VBFP
468
Valtinson Bruner Financial Planning
Minnesota
$295K – – –
CQWA
469
Chokshi & Queen Wealth Advisors
California
$285K -$37.9K -753 -12%
GFG
470
Goldstone Financial Group
Illinois
$284K -$1.8M -35,759 -86%
GAM
471
Gotham Asset Management
New York
$280K – – –
TFA
472
Tobias Financial Advisors
Florida
$279K -$28.5M -565,344 -99%
FAM
473
Frontier Asset Management
Wyoming
$270K +$302 +6 +0.1%
PG
474
Prostatis Group
Maryland
$266K -$57.4K -1,140 -18%
VWA
475
VERITY Wealth Advisors
United States
$265K – – –
17 18
19
20 21