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icono de USFR

WisdomTree Floating Rate Treasury Fund
USFR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of New York Mellon
26
Bank of New York Mellon
New York
USD 65.7 M +USD 6.74 M +133,773 +11%
Stifel Financial
27
Stifel Financial
Missouri
USD 62.2 M +USD 6.46 M +128,263 +12%
Knightsbridge Asset Management
28
Knightsbridge Asset Management
California
USD 58.6 M -USD 3.77 M -74,826 -6%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
USD 58.3 M -USD 5.24 M -104,049 -8%
Fourpath Capital Management
30
Fourpath Capital Management
Oklahoma
USD 57.1 M -USD 1.57 M -31,151 -3%
SMCM
31
Sky-Mountain Capital Management
Idaho
USD 54.9 M -USD 9.19 M -182,437 -14%
Steward Partners Investment Advisory
32
Steward Partners Investment Advisory
New York
USD 53.4 M +USD 4.95 M +98,270 +10%
JP Morgan Chase
33
JP Morgan Chase
New York
USD 48.4 M +USD 9.37 M +186,032 +24%
Stenger Family Office
34
Stenger Family Office
Illinois
USD 47.9 M -USD 2.95 M -58,531 -6%
McGuire Investment Group
35
McGuire Investment Group
Rhode Island
USD 47.7 M +USD 2.66 M +52,773 +6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
USD 47.1 M +USD 2.29 M +45,399 +5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
USD 47 M +USD 167 k +3,322 +0.4%
LCM
38
Lunt Capital Management
Utah
USD 46.5 M +USD 3.61 M +71,640 +8%
CCP
39
Carmel Capital Partners
California
USD 44 M +USD 15 M +297,776 +52%
MAA
40
Mraz Amerine & Associates
California
USD 43.3 M +USD 1.87 M +37,174 +5%
William Blair & Company
41
William Blair & Company
Illinois
USD 42.7 M -USD 620 k -12,306 -1%
NewEdge Advisors
42
NewEdge Advisors
Louisiana
USD 42.2 M -USD 4.21 M -83,476 -9%
Ausdal Financial Partners
43
Ausdal Financial Partners
Iowa
USD 41.7 M -USD 14.7 M -292,193 -26%
Disciplina Capital Management
44
Disciplina Capital Management
Tennessee
USD 41.2 M +USD 7.64 M +151,576 +23%
Kestra Private Wealth Services
45
Kestra Private Wealth Services
Texas
USD 40.3 M -USD 518 k -10,274 -1%
Vertex Planning Partners
46
Vertex Planning Partners
Illinois
USD 39 M -USD 6.04 M -119,832 -13%
Global Retirement Partners
47
Global Retirement Partners
California
USD 38.3 M +USD 38.4 M +761,225 Nuevas
AlphaCore Capital
48
AlphaCore Capital
California
USD 37.5 M -USD 1 M -19,928 -3%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
USD 37 M +USD 10.7 M +212,190 +41%
Arkadios Wealth Advisors
50
Arkadios Wealth Advisors
Georgia
USD 34.8 M -USD 2.21 M -43,834 -6%
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