We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
301
Envestnet Portfolio Solutions
Illinois
$1.6M +$190K +3,763 +13%
CA
302
CGN Advisors
Kansas
$1.59M +$735K +14,599 +86%
SFM
303
Signet Financial Management
New Jersey
$1.59M -$6.54M -129,843 -80%
SEIA
304
Signature Estate & Investment Advisors
California
$1.54M -$43.6K -865 -3%
IAN
305
Integrated Advisors Network
Texas
$1.53M -$495K -9,821 -24%
EWA
306
EP Wealth Advisors
California
$1.52M +$148K +2,938 +11%
FZCM
307
Flynn Zito Capital Management
New York
$1.5M +$159K +3,151 +12%
GC
308
Guidance Capital
Kentucky
$1.46M -$49.5K -983 -3%
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$1.45M +$10.1K +201 +0.7%
AI
310
Atria Investments
North Carolina
$1.43M -$1.14M -22,625 -44%
ICMP
311
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.42M +$166K +3,304 +13%
SC
312
Sierra Capital
Florida
$1.41M +$1.41M +28,010 New
Millennium Management
313
Millennium Management
New York
$1.4M -$6.65M -132,023 -83%
QC
314
Quadrature Capital
United Kingdom
$1.4M +$1.4M +27,874 New
CRFG
315
Columbia River Financial Group
Washington
$1.4M +$59.6K +1,183 +4%
UB
316
UMB Bank
Missouri
$1.39M -$32.6K -648 -2%
BRWA
317
B. Riley Wealth Advisors
Florida
$1.37M +$1.37M +27,251 New
PIWA
318
Prevail Innovative Wealth Advisors
Kansas
$1.36M -$102K -2,015 -7%
National Bank of Canada
319
National Bank of Canada
Quebec, Canada
$1.36M -$1.29M -25,692 -49%
HAG
320
HF Advisory Group
Maryland
$1.35M -$59.8K -1,188 -4%
FPB
321
First PREMIER Bank
South Dakota
$1.34M -$16.9K -335 -1%
BS
322
Banco Santander
Spain
$1.28M -$2.26M -44,790 -64%
SIA
323
SkyView Investment Advisors
New Jersey
$1.27M -$1.73M -34,314 -58%
QP
324
Quartz Partners
New York
$1.27M +$48.8K +968 +4%
XPN
325
XY Planning Network
Montana
$1.26M +$116K +2,293 +10%