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icono de USFR

WisdomTree Floating Rate Treasury Fund
USFR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Aprio Wealth Management
51
Aprio Wealth Management
Georgia
USD 34.1 M +USD 33.1 M +656,925 +3,329%
SNS Financial Group
52
SNS Financial Group
Minnesota
USD 33.8 M +USD 33.8 M +671,099 Nuevas
Level Four Advisory Services
53
Level Four Advisory Services
Texas
USD 33.1 M +USD 140 k +2,777 +0.4%
Farther Finance Advisors
54
Farther Finance Advisors
California
USD 33 M -USD 6.2 M -122,989 -16%
Inspire Advisors
55
Inspire Advisors
Idaho
USD 32.7 M +USD 2.98 M +59,177 +10%
Wealthcare Capital Partners
56
Wealthcare Capital Partners
Pennsylvania
USD 32.6 M -USD 196 k -3,898 -0.6%
Flagship Harbor Advisors
57
Flagship Harbor Advisors
Massachusetts
USD 32.5 M +USD 23.8 M +471,753 +271%
Cresset Asset Management
58
Cresset Asset Management
Illinois
USD 32.3 M -USD 5.13 M -101,783 -14%
Integrity Alliance
59
Integrity Alliance
Iowa
USD 31.4 M +USD 1.22 M +24,185 +4%
Vestmark Advisory Solutions
60
Vestmark Advisory Solutions
Massachusetts
USD 30.6 M +USD 4.03 M +79,896 +15%
Mount Yale Investment Advisors
61
Mount Yale Investment Advisors
Colorado
USD 29.8 M +USD 4.87 M +96,571 +19%
AssetMark Inc
62
AssetMark Inc
California
USD 29.7 M -USD 1.72 M -34,052 -5%
Wealthspire Advisors (New York)
63
Wealthspire Advisors (New York)
New York
USD 29.2 M -USD 11.5 M -228,986 -28%
MTC
64
Matrix Trust Company
Colorado
USD 28 M +USD 27.5 M +545,715 +4,919%
Merit Financial Group
65
Merit Financial Group
Georgia
USD 27.1 M +USD 7.9 M +156,691 +41%
&Partners
66
&Partners
Tennessee
USD 26.6 M +USD 1.26 M +24,989 +5%
Uniplan Investment Counsel
67
Uniplan Investment Counsel
Wisconsin
USD 26.4 M -USD 6.36 M -126,259 -19%
Hollencrest Capital Management
68
Hollencrest Capital Management
California
USD 25.8 M -USD 1.77 M -35,204 -6%
Holistic Planning
69
Holistic Planning
Texas
USD 25.7 M +USD 1.78 M +35,301 +7%
Haven Private
70
Haven Private
Florida
USD 25.7 M +USD 15.4 M +306,191 +150%
Gladstone Institutional Advisory
71
Gladstone Institutional Advisory
Florida
USD 24.8 M -USD 2.31 M -45,805 -9%
United Asset Strategies
72
United Asset Strategies
New York
USD 24.8 M +USD 466 k +9,248 +2%
Stonebridge Wealth Management
73
Stonebridge Wealth Management
Illinois
USD 24.3 M +USD 994 k +19,719 +4%
Client First Capital
74
Client First Capital
California
USD 23.1 M -USD 518 k -10,281 -2%
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
USD 22.9 M +USD 434 k +8,617 +2%
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