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USFR

WisdomTree Bloomberg Floating Rate Treasury Fund

Delisted

USFR was delisted on the 15th of November, 2016.

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
76
Castle Rock Wealth Management
California
$502K
Vontobel Holding
77
Vontobel Holding
Switzerland
$500K
IHL
78
Investment House LLC
California
$441K
VBFP
79
Valtinson Bruner Financial Planning
Minnesota
$432K
SFS
80
Sowell Financial Services
Arkansas
$397K
LWP
81
Laurel Wealth Planning
Minnesota
$388K +$333K +13,280 +610%
CA
82
Cetera Advisors
Colorado
$379K -$327K -13,029 -46%
IAN
83
Integrated Advisors Network
Texas
$329K -$231K -9,200 -41%
PA
84
Pinnacle Associates
New York
$323K -$5.82K -232 -2%
PWMAG
85
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$5.82K -232 -2%
TF
86
Trek Financial
Arizona
$306K +$28K +1,117 +10%
TSS
87
Two Sigma Securities
New York
$306K +$306K +12,211 New
SPIA
88
Steward Partners Investment Advisory
New York
$304K -$52.7K -2,100 -15%
MWM
89
Madison Wealth Management
Ohio
$301K -$27.6K -1,100 -8%
PCWA
90
Pacific Capital Wealth Advisors
California
$301K
KPWS
91
Kestra Private Wealth Services
Texas
$300K
HCA
92
Harbour Capital Advisors
Virginia
$280K -$25.1K -1,000 -8%
LFA
93
Legend Financial Advisors
Pennsylvania
$257K +$2.98K +119 +1%
RA
94
RFG Advisory
Alabama
$254K +$16.5K +657 +7%
FHA
95
Flagship Harbor Advisors
Massachusetts
$250K
CAG
96
Csenge Advisory Group
Florida
$247K -$138K -5,483 -36%
PWMG
97
Prestige Wealth Management Group
New Jersey
$243K
FFA
98
First Foundation Advisors
California
$217K
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$213K +$213K +8,468 New
WMA
100
Wealth Management Associates
New Jersey
$211K -$50.2K -2,000 -19%