We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
251
CreativeOne Wealth
Kansas
$3.19M +$214K +4,246 +7%
GC
252
GatePass Capital
Ohio
$3.18M -$494K -9,800 -13%
EFG
253
Ethos Financial Group
Pennsylvania
$3.18M +$69.4K +1,377 +2%
FWP
254
Forefront Wealth Partners
Texas
$3.12M +$964K +19,137 +45%
OC
255
Optima Capital
Oregon
$3.09M +$940K +18,649 +44%
OWA
256
OakTrust Wealth Advisors
Connecticut
$3.08M -$421K -8,352 -12%
WA
257
Waverly Advisors
Alabama
$3.07M -$212K -4,207 -6%
GWP
258
Gateway Wealth Partners
Wisconsin
$3.03M -$2.91M -57,798 -49%
BPA
259
Beacon Pointe Advisors
California
$3.02M +$3.02M +60,000 New
EWS
260
Evergreen Wealth Solutions
Pennsylvania
$2.92M +$2.92M +57,980 New
TCM
261
TD Capital Management
Tennessee
$2.92M -$2.8M -55,626 -49%
DFA
262
DHJJ Financial Advisors
Illinois
$2.86M +$1.8M +35,789 +170%
AZ
263
Alpha Zero
Florida
$2.78M +$330K +6,550 +13%
IFG
264
Independent Financial Group
California
$2.77M -$223K -4,417 -7%
IWC
265
Integrated Wealth Concepts
Massachusetts
$2.77M -$945K -18,746 -25%
BCI
266
Brinker Capital Investments
Pennsylvania
$2.76M +$604K +11,984 +28%
SWP
267
Strategic Wealth Partners
Ohio
$2.68M +$98.2K +1,948 +4%
SMG
268
Smart Money Group
Texas
$2.64M -$221K -4,392 -8%
NP
269
NorthRock Partners
Minnesota
$2.63M -$465K -9,237 -15%
PA
270
PFG Advisors
Arizona
$2.59M -$54.7K -1,086 -2%
CFS
271
Compass Financial Services
Iowa
$2.58M +$622K +12,336 +32%
PFA
272
Portland Financial Advisors
New York
$2.57M +$186K +3,685 +8%
FA
273
Fermata Advisors
California
$2.57M -$167K -3,305 -6%
SG
274
Sankala Group
Colorado
$2.54M -$1.14M -22,535 -31%
TFA
275
Transamerica Financial Advisors
Florida
$2.52M -$75.7K -1,502 -3%
9 10
11
12 13