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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
ZI
476
ZEGA Investments
Florida
$357K -$4.13K -82 -1%
GAG
477
GM Advisory Group
New York
$356K +$2.37K +47 +0.7%
OPWM
478
Oregon Pacific Wealth Management
Oregon
$351K -$24.9K -495 -7%
EB
479
Eastern Bank
Massachusetts
$345K +$82K +1,630 +31%
HCA
480
Harbour Capital Advisors
Virginia
$345K -$103K -2,050 -23%
SA
481
Sovran Advisors
California
$343K +$6.04K +120 +2%
SPWM
482
Spartan Planning & Wealth Management
North Carolina
$330K -$214K -4,260 -39%
FAM
483
Frontier Asset Management
Wyoming
$325K +$54.2K +1,076 +20%
ACM
484
AlphaStar Capital Management
North Carolina
$321K +$321K +6,376 New
BCM
485
Brookstone Capital Management
Illinois
$308K +$4.18K +83 +1%
FCA
486
Fortis Capital Advisors
Kansas
$307K -$33.4K -663 -10%
PAMG
487
Patton Albertson Miller Group
Tennessee
$302K – – –
BRPW
488
Ballast Rock Private Wealth
South Carolina
$302K +$302K +6,000 New
W
489
Wealthquest
Ohio
$300K +$300K +5,960 New
AC
490
Apella Capital
Connecticut
$300K +$50 +1 +0%
SIA
491
SkyView Investment Advisors
New Jersey
$299K -$1.01M -20,046 -77%
QCA
492
Quantify Chaos Advisors
New York
$298K +$298K +5,924 New
IA
493
Insight Advisors
Pennsylvania
$297K -$3.27K -65 -1%
XT
494
XTX Topco
Cayman Islands
$295K +$295K +5,858 New
AWG
495
Altus Wealth Group
Colorado
$273K -$61.5K -1,222 -18%
CI
496
CacheTech Inc
Utah
$267K +$267K +5,310 New
VWA
497
VERITY Wealth Advisors
United States
$265K – – –
SPC
498
Sigma Planning Corp
Michigan
$264K -$39.3K -780 -13%
GFG
499
Goldstone Financial Group
Illinois
$260K -$24.7K -490 -9%
AC
500
Avestar Capital
New York
$258K +$50 +1 +0%
18 19
20
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