We are live on ! Find out more
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
MFG
1
Merit Financial Group
Georgia
$125M +$5.08M +202,640 +4%
SEIA
2
Signature Estate & Investment Advisors
California
$117M +$6.68M +266,436 +6%
Bank of America
3
Bank of America
North Carolina
$109M -$13M -516,934 -11%
Morgan Stanley
4
Morgan Stanley
New York
$107M +$6.84M +272,785 +7%
UBS Group
5
UBS Group
Switzerland
$61.5M +$8.57M +342,065 +16%
PWMG
6
Prestige Wealth Management Group
New Jersey
$36M -$2.31M -92,249 -6%
AAS
7
Avantax Advisory Services
Texas
$35.4M +$2.72M +108,391 +8%
SWP
8
Stratos Wealth Partners
Ohio
$34.8M +$23.5M +937,264 +208%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$32.1M +$6.63M +264,488 +26%
JCM
10
Janney Capital Management
Pennsylvania
$27.4M +$27.4M +1,094,185 New
CCA
11
Clearwater Capital Advisors
Illinois
$22.7M +$9.64M +384,859 +74%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$19.7M +$15.8M +631,297 +413%
W
13
Wealthquest
Ohio
$18.7M +$172K +6,876 +0.9%
G
14
GenTrust
Florida
$18.1M +$1.04M +41,458 +6%
AW
15
ACG Wealth
Georgia
$16.8M -$3.23M -128,883 -16%
HighTower Advisors
16
HighTower Advisors
Illinois
$16M -$4.34M -173,076 -21%
EFSCE
17
Enterprise Financial Services Corp (EFSC)
Missouri
$15.6M +$188K +7,516 +1%
UIC
18
Uniplan Investment Counsel
Wisconsin
$15.2M -$769K -30,680 -5%
UAS
19
United Asset Strategies
New York
$13.3M +$387K +15,460 +3%
AAM
20
Ameraudi Asset Management
New York
$12.2M +$12.2M +485,267 New
CPA
21
Capital Planning Advisors
California
$10.6M -$1.89M -75,243 -15%
LPL Financial
22
LPL Financial
California
$8.62M +$945K +37,714 +12%
APW
23
Aurora Private Wealth
New Jersey
$8.45M +$8.45M +336,998 New
JWM
24
Jackson Wealth Management
Florida
$8.29M +$247K +9,873 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$8.13M -$723K -28,845 -8%