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WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
601
Retireful LLC
Michigan
– -$2.49M -49,558 Closed
PPWP
602
Premier Path Wealth Partners
New Jersey
– -$2.32M -46,215 Closed
CPA
603
Clear Point Advisors
New York
– -$1.96M -39,082 Closed
SWGC
604
Summit Wealth Group (Colorado)
Colorado
– -$1.37M -27,224 Closed
VCM
605
Virtue Capital Management
Tennessee
– -$2.16M -24,788 Closed
JHC
606
J. Hagan Capital
Kentucky
– -$1.01M -20,041 Closed
PDL
607
Portfolio Design Labs
California
– -$884K -17,581 Closed
CPRC
608
Consolidated Portfolio Review Corp
New York
– -$816K -16,235 Closed
IC
609
IEQ Capital
California
– -$715K -14,226 Closed
AA
610
Alesco Advisors
New York
– -$674K -13,404 Closed
ZIM
611
Zacks Investment Management
Illinois
– -$648K -12,899 Closed
SWA
612
Stratos Wealth Advisors
Ohio
– -$612K -12,179 Closed
PWM
613
Partners Wealth Management
California
– -$584K -11,622 Closed
SF
614
Symphony Financial
Texas
– -$551K -10,963 Closed
BIP
615
Blueprint Investment Partners
North Carolina
– -$544K -10,821 Closed
GS
616
GTS Securities
Florida
– -$512K -10,177 Closed
DCA
617
DSG Capital Advisors
Minnesota
– -$427K -8,487 Closed
PFS
618
Prospera Financial Services
Texas
– -$399K -7,933 Closed
PA
619
PSI Advisors
Florida
– -$394K -7,847 Closed
PWM
620
Peck Wealth Management
New York
– -$375K -7,462 Closed
RIA
621
Regal Investment Advisors
Michigan
– -$363K -7,227 Closed
CQWA
622
Chokshi & Queen Wealth Advisors
California
– -$285K -5,677 Closed
TFA
623
Tobias Financial Advisors
Florida
– -$279K -5,542 Closed
PG
624
Prostatis Group
Maryland
– -$266K -5,287 Closed
TFM
625
Trademark Financial Management
Minnesota
– -$263K -5,236 Closed
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