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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
526
TrinityPoint Wealth
Connecticut
– -$488K -9,699 Closed
EW
527
Evoke Wealth
California
– -$471K -9,358 Closed
TDC
528
Thompson Davis & Co
Virginia
– -$467K -9,282 Closed
OPCM
529
Osborne Partners Capital Management
California
– -$444K -8,827 Closed
AIA
530
Alera Investment Advisors
Illinois
– -$414K -8,221 Closed
MWA
531
Muirfield Wealth Advisors
North Carolina
– -$413K -8,207 Closed
SAM
532
Synergy Asset Management
Washington
– -$359K -7,142 Closed
LGWM
533
Litman Gregory Wealth Management
California
– -$337K -6,692 Closed
VCM
534
Virtue Capital Management
Tennessee
– -$331K -6,566 Closed
GI
535
Gradient Investments
Minnesota
– -$329K -6,536 Closed
FPIS
536
Financial Planning & Information Services
Wisconsin
– -$254K -5,041 Closed
CFB
537
Cullen/Frost Bankers
Texas
– -$251K -4,993 Closed
EWM
538
Executive Wealth Management
Michigan
– -$251K -4,982 Closed
JCIA
539
Jackson Creek Investment Advisors
Colorado
– -$248K -4,922 Closed
SC
540
Summa Corp
Texas
– -$239K -4,760 Closed
WIM
541
WealthPlan Investment Management
Nebraska
– -$234K -4,651 Closed
IHL
542
Investment House LLC
California
– -$227K -4,521 Closed
DCM
543
Donaldson Capital Management
Indiana
– -$221K -4,386 Closed
AWA
544
Arete Wealth Advisors
Illinois
– -$220K -4,381 Closed
HAS
545
HBW Advisory Services
California
– -$218K -4,337 Closed
AAM
546
Aureus Asset Management
Massachusetts
– -$210K -4,169 Closed
VNA
547
Valley National Advisers
Pennsylvania
– -$197K -3,919 Closed
OSAM
548
O'Shaughnessy Asset Management
Connecticut
– -$176K -3,500 Closed
ACA
549
Atlas Capital Advisors
Wyoming
– -$136K -2,707 Closed
TWC
550
TD Waterhouse Canada
Ontario, Canada
– -$132K -2,628 Closed
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