| Security | $Holding | Balance | % of Fund | Category | Position | Country |
|---|---|---|---|---|---|---|
| DON WisdomTree U.S. MidCap Dividend Fund | 24.41 k | 546.00 shares | 16.11 | Common equity | Long | USA |
| DON WisdomTree U.S. MidCap Dividend Fund | 20.72 k | 249.00 shares | 13.67 | Common equity | Long | USA |
| Wisdom Tree Investment Inc | 14.03 k | 183.00 shares | 9.26 | Common equity | Long | USA |
|
WisdomTree Mortgage Plus Bond Fund
|
13.84 k | 307.00 shares | 9.13 | Common equity | Long | USA |
|
iShares Core S&P 500 ETF
|
12.11 k | 21.00 shares | 7.99 | Common equity | Long | USA |
| Vanguard Whitehall Funds | 10.21 k | 139.00 shares | 6.73 | Common equity | Long | USA |
| DON WisdomTree U.S. MidCap Dividend Fund | 9.12 k | 233.00 shares | 6.02 | Common equity | Long | USA |
| BlackRock Fund Advisors | 8.64 k | 79.00 shares | 5.70 | Common equity | Long | USA |
| Vanguard Whitehall Funds | 7.44 k | 58.00 shares | 4.91 | Common equity | Long | USA |
|
WisdomTree Floating Rate Treasury Fund
|
6.33 k | 126.00 shares | 4.17 | Common equity | Long | USA |
| XME SPDR S&P Metals and Mining ETF | 4.59 k | 84.00 shares | 3.03 | Common equity | Long | USA |
| DON WisdomTree U.S. MidCap Dividend Fund | 3.74 k | 81.00 shares | 2.47 | Common equity | Long | USA |
| Wisdom Tree Investment Inc | 3.60 k | 67.00 shares | 2.37 | Common equity | Long | USA |
| Wisdom Tree Investment Inc | 3.52 k | 80.00 shares | 2.32 | Common equity | Long | USA |
| Wisdom Tree Investment Inc | 3.29 k | 31.00 shares | 2.17 | Common equity | Long | USA |
| DON WisdomTree U.S. MidCap Dividend Fund | 3.05 k | 109.00 shares | 2.01 | Common equity | Long | USA |
| DON WisdomTree U.S. MidCap Dividend Fund | 2.83 k | 55.00 shares | 1.87 | Common equity | Long | USA |
