We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$864M -$14.3M -283,561 -2%
Bank of America
2
Bank of America
North Carolina
$728M -$74.2M -1,473,242 -9%
LPL Financial
3
LPL Financial
California
$668M +$25.2M +500,433 +4%
STA
4
Summit Trail Advisors
New York
$568M +$68.4M +1,357,359 +14%
NW
5
NewEdge Wealth
Pennsylvania
$559M +$175M +3,467,101 +45%
Raymond James Financial
6
Raymond James Financial
Florida
$344M -$10.8M -215,209 -3%
BW
7
BIP Wealth
Georgia
$278M +$21.3M +421,975 +8%
UBS Group
8
UBS Group
Switzerland
$270M +$13.8M +273,361 +5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$220M -$44.4M -880,549 -17%
Ameriprise
10
Ameriprise
Minnesota
$219M +$24.6M +489,060 +13%
Wells Fargo
11
Wells Fargo
California
$200M +$2.03M +40,307 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$147M +$5.37M +106,616 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$125M +$6.77M +134,343 +6%
SWA
14
Serenus Wealth Advisors
California
$122M +$335K +6,652 +0.3%
MWM
15
Mission Wealth Management
California
$94.1M +$50.4M +1,000,126 +115%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$90M +$4M +79,436 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$88.4M +$2.34M +46,416 +3%
MCM
18
Morton Capital Management
California
$87.6M +$3.16M +62,702 +4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$79.5M +$2.61M +51,893 +3%
PAG
20
Private Advisor Group
New Jersey
$78.9M -$37.7M -749,039 -32%
KAS
21
Kestra Advisory Services
Texas
$75.3M -$25.9M -514,775 -26%
EMAM
22
Encompass More Asset Management
California
$74.2M +$27.3M +542,673 +58%
CPCM
23
Cardinal Point Capital Management
Ontario, Canada
$72.3M -$1.93M -38,211 -3%
IWM
24
IHT Wealth Management
Illinois
$68.9M -$20.8M -413,514 -23%
DC
25
Davenport & Co
Virginia
$65.9M +$2.11M +41,944 +3%
1
2 3 4 5