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icono de USFR

WisdomTree Floating Rate Treasury Fund
USFR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 864 M -USD 14.3 M -283,561 -2%
Bank of America
2
Bank of America
North Carolina
USD 728 M -USD 74.2 M -1,473,242 -9%
LPL Financial
3
LPL Financial
California
USD 668 M +USD 25.2 M +500,433 +4%
Summit Trail Advisors
4
Summit Trail Advisors
New York
USD 568 M +USD 68.4 M +1,357,359 +14%
NewEdge Wealth
5
NewEdge Wealth
Pennsylvania
USD 559 M +USD 175 M +3,467,101 +45%
Raymond James Financial
6
Raymond James Financial
Florida
USD 344 M -USD 10.8 M -215,209 -3%
BIP Wealth
7
BIP Wealth
Georgia
USD 278 M +USD 21.3 M +421,975 +8%
UBS Group
8
UBS Group
Switzerland
USD 270 M +USD 13.8 M +273,361 +5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
USD 220 M -USD 44.4 M -880,549 -17%
Ameriprise
10
Ameriprise
Minnesota
USD 219 M +USD 24.6 M +489,060 +13%
Wells Fargo
11
Wells Fargo
California
USD 200 M +USD 2.03 M +40,307 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 147 M +USD 5.37 M +106,616 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 125 M +USD 6.77 M +134,343 +6%
SWA
14
Serenus Wealth Advisors
California
USD 122 M +USD 335 k +6,652 +0.3%
Mission Wealth Management
15
Mission Wealth Management
California
USD 94.1 M +USD 50.4 M +1,000,126 +115%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
USD 90 M +USD 4 M +79,436 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
USD 88.4 M +USD 2.34 M +46,416 +3%
Morton Capital Management
18
Morton Capital Management
California
USD 87.6 M +USD 3.16 M +62,702 +4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
USD 79.5 M +USD 2.61 M +51,893 +3%
Private Advisor Group
20
Private Advisor Group
New Jersey
USD 78.9 M -USD 37.7 M -749,039 -32%
Kestra Advisory Services
21
Kestra Advisory Services
Texas
USD 75.3 M -USD 25.9 M -514,775 -26%
Encompass More Asset Management
22
Encompass More Asset Management
California
USD 74.2 M +USD 27.3 M +542,673 +58%
CPCM
23
Cardinal Point Capital Management
Ontario, Canada
USD 72.3 M -USD 1.93 M -38,211 -3%
IHT Wealth Management
24
IHT Wealth Management
Illinois
USD 68.9 M -USD 20.8 M -413,514 -23%
Davenport & Co
25
Davenport & Co
Virginia
USD 65.9 M +USD 2.11 M +41,944 +3%
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