We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
326
Robinson Smith Wealth Advisors
Maine
$794K
CA
327
CGN Advisors
Kansas
$766K -$18.6K -369 -2%
LA
328
Latitude Advisors
Florida
$754K +$22.5K +446 +3%
CF
329
Centaurus Financial
California
$752K -$10.6M -210,018 -93%
PWMAG
330
Pinnacle Wealth Management Advisory Group
New Jersey
$749K -$16.4K -325 -2%
AWM
331
Avior Wealth Management
Nebraska
$746K +$7.55K +150 +1%
TFM
332
Trademark Financial Management
Minnesota
$737K -$54.2K -1,076 -7%
IIA
333
IPG Investment Advisors
California
$734K +$736K +14,620 New
MFIM
334
Mesirow Financial Investment Management
Illinois
$729K +$365K +7,240 +100%
RJT
335
Raymond James Trust
Florida
$727K +$421K +8,358 +137%
FA
336
Flagstar Advisors
New York
$719K +$9.37K +186 +1%
BOM
337
Bank of Marin
California
$694K +$99.8K +1,982 +17%
SEIA
338
Signature Estate & Investment Advisors
California
$693K -$126M -2,508,036 -99%
IWP
339
IAG Wealth Partners
Wisconsin
$669K +$169K +3,362 +34%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$667K -$26.6K -528 -4%
MMA
341
Miracle Mile Advisors
California
$664K -$59.6K -1,184 -8%
AA
342
Alesco Advisors
New York
$651K +$3.02K +60 +0.5%
ZIM
343
Zacks Investment Management
Illinois
$648K
RSWM
344
Robertson Stephens Wealth Management
California
$644K +$54.3K +1,079 +9%
EFG
345
Ehrlich Financial Group
California
$643K -$991K -19,688 -61%
AFP
346
Alpha Financial Partners
Kentucky
$643K +$645K +12,802 New
PAG
347
Private Advisory Group
Washington
$631K -$4.02M -79,864 -86%
VC
348
Vicus Capital
Pennsylvania
$629K -$657K -13,043 -51%
SAM
349
SignalPoint Asset Management
Missouri
$623K +$144K +2,856 +30%
BFG
350
Berger Financial Group
Minnesota
$619K -$48.4K -962 -7%