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icono de USFR

WisdomTree Floating Rate Treasury Fund
USFR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Summit Financial
126
Summit Financial
New Jersey
USD 13.3 M +USD 9.5 M +188,961 +254%
BFI Wealth Solutions
127
BFI Wealth Solutions
Texas
USD 13.2 M +USD 6.76 M +134,085 +105%
Lauer Wealth
128
Lauer Wealth
Indiana
USD 13.2 M +USD 803 k +15,944 +7%
Axxcess Wealth Management
129
Axxcess Wealth Management
California
USD 13.1 M +USD 13.1 M +260,635 Nuevas
Intrua Financial
130
Intrua Financial
Texas
USD 13.1 M -USD 235 k -4,660 -2%
HUB Investment Partners
131
HUB Investment Partners
Texas
USD 12.7 M +USD 4.09 M +81,076 +47%
Mosley Wealth Management
132
Mosley Wealth Management
California
USD 12.5 M +USD 11.9 M +235,540 +1,796%
Stonekeep Investments
133
Stonekeep Investments
New Mexico
USD 12.3 M -USD 4.45 M -88,316 -27%
Mason & Associates (California)
134
Mason & Associates (California)
California
USD 12 M +USD 4.03 M +79,895 +50%
HighPoint Advisor Group
135
HighPoint Advisor Group
Illinois
USD 12 M -USD 59.5 k -1,180 -0.5%
Sanchez Wealth Management Group
136
Sanchez Wealth Management Group
Florida
USD 11.9 M +USD 4.35 M +86,255 +57%
Christian Investment Advisors
137
Christian Investment Advisors
Texas
USD 11.9 M +USD 286 k +5,681 +2%
Calton & Associates
138
Calton & Associates
Florida
USD 11.7 M -USD 1.92 M -38,138 -14%
Cary Street Partners
139
Cary Street Partners
Virginia
USD 11.6 M -USD 2.06 M -40,963 -15%
Castle Rock Wealth Management
140
Castle Rock Wealth Management
California
USD 11.4 M -USD 509 k -10,091 -4%
Baird Financial Group
141
Baird Financial Group
Wisconsin
USD 11.3 M -USD 2.39 M -47,526 -17%
Acorn Creek Capital
142
Acorn Creek Capital
Colorado
USD 11.3 M -USD 745 k -14,788 -6%
Value Investment Professionals
143
Value Investment Professionals
New York
USD 11.2 M +USD 11.2 M +222,193 Nuevas
Reyes Financial Architecture
144
Reyes Financial Architecture
California
USD 10.9 M -USD 4.54 M -90,093 -29%
Tectonic Advisors
145
Tectonic Advisors
Texas
USD 10.9 M -USD 1.53 M -30,274 -12%
Columbia River Financial Group
146
Columbia River Financial Group
Washington
USD 10.8 M +USD 9.03 M +179,275 +501%
Milestone Investment Advisors
147
Milestone Investment Advisors
Wisconsin
USD 10.5 M +USD 50.6 k +1,004 +0.5%
WT Wealth Management
148
WT Wealth Management
Arizona
USD 10.5 M -USD 656 k -13,016 -6%
Rare Wolf Capital
149
Rare Wolf Capital
Washington
USD 10.5 M -USD 5.63 M -111,762 -35%
CM
150
Capital Management
Virginia
USD 10.4 M +USD 613 k +12,164 +6%
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