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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
501
Alessandra Capital Management
California
$262K +$262K +5,200 New
PFS
502
Prospera Financial Services
Texas
$257K +$257K +5,101 New
BWP
503
Baldwin Wealth Partners
Massachusetts
$252K – – –
LSA
504
L & S Advisors
California
$252K – – –
VAG
505
VisionPoint Advisory Group
Texas
$250K -$1.16K -23 -0.5%
SA
506
Sovran Advisors
California
$249K -$93.3K -1,851 -27%
KFGK
507
Keystone Financial Group (Kentucky)
Kentucky
$247K +$2.17K +43 +0.9%
LBC
508
Lowe Brockenbrough & Co
Virginia
$246K -$247K -4,905 -50%
MAG
509
MRA Advisory Group
New Jersey
$241K -$138K -2,740 -36%
SPWG
510
Sage Private Wealth Group
Illinois
$240K +$4.64K +92 +2%
DWM
511
DeLarme Wealth Management
California
$237K -$3.63K -72 -2%
WCFA
512
Walkner Condon Financial Advisors
Wisconsin
$233K – – –
VBFP
513
Valtinson Bruner Financial Planning
Minnesota
$230K -$9.93K -197 -4%
VFP
514
Vilga Financial Planning
New Jersey
$220K – – –
DC
515
Dorval Corp
Minnesota
$220K -$8.63M -171,179 -98%
JCA
516
January Capital Advisors
California
$219K +$219K +4,350 New
GFG
517
Goldstone Financial Group
Illinois
$218K -$41.9K -831 -16%
HA
518
HFG Advisors
Ohio
$213K +$1.56K +31 +0.7%
CPA
519
Capital Performance Advisors
California
$210K +$210K +4,170 New
CRC
520
Curi RMB Capital
Illinois
$209K – – –
SC
521
Summa Corp
Texas
$206K -$371K -7,360 -64%
MAM
522
Mainsail Asset Management
Alabama
$206K +$206K +4,087 New
TIM
523
Tortoise Investment Management
New York
$201K +$202K +4,000 New
PF
524
Prota Financial
Texas
$201K +$201K +3,987 New
LWP
525
LFG Wealth Partners
Kentucky
$201K +$201K +3,984 New
19 20
21
22 23