We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MC
326
Moors & Cabot
Massachusetts
$681K +$958 +19 +0.1%
FA
327
Flagstar Advisors
New York
$667K +$668K +13,251 New
WIM
328
Westside Investment Management
California
$654K +$655K +13,000 New
CPRC
329
Consolidated Portfolio Review Corp
New York
$651K +$243K +4,814 +59%
ZIM
330
Zacks Investment Management
Illinois
$649K +$650K +12,899 New
AA
331
Alesco Advisors
New York
$649K +$2.02K +40 +0.3%
CRC
332
Curi RMB Capital
Illinois
$646K +$64.6K +1,281 +11%
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$644K +$645K +12,799 New
AWE
334
Avidian Wealth Enterprises
Texas
$639K +$145K +2,870 +29%
DAS
335
Dynamic Advisor Solutions
Arizona
$636K -$15.1K -300 -2%
MAG
336
Mayfair Advisory Group
Alabama
$625K -$497K -9,857 -44%
IWP
337
IAG Wealth Partners
Wisconsin
$610K -$1.38M -27,334 -69%
DWM
338
Defined Wealth Management
Oregon
$609K +$610K +12,095 New
RSWM
339
Robertson Stephens Wealth Management
California
$596K -$231K -4,580 -28%
BOM
340
Bank of Marin
California
$595K +$596K +11,834 New
CFCI
341
Comprehensive Financial Consultants Institutional
Indiana
$588K -$58.2K -1,155 -9%
JCIA
342
Jackson Creek Investment Advisors
Colorado
$586K -$202 -4 -0%
DWT
343
Dorsey & Whitney Trust
South Dakota
$564K -$30.5K -605 -5%
TW
344
Transform Wealth
Colorado
$564K +$7K +139 +1%
AWM
345
Apollon Wealth Management
South Carolina
$558K +$559K +11,094 New
UWM
346
USAdvisors Wealth Management
Minnesota
$556K +$18.3K +364 +3%
SEA
347
Stegent Equity Advisors
Texas
$546K +$246K +4,878 +82%
AF
348
Apexium Financial
Texas
$544K -$5.19K -103 -0.9%
Creative Planning
349
Creative Planning
Kansas
$540K +$83K +1,646 +18%
BAM
350
Belpointe Asset Management
Nevada
$530K -$362K -7,179 -41%