We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
326
Riverchase Wealth Management
Texas
$1.38M -$707K -14,047 -34%
FZCM
327
Flynn Zito Capital Management
New York
$1.37M +$10.8K +215 +0.8%
FHC
328
First Heartland Consultants
Missouri
$1.36M +$16.6K +329 +1%
BRWA
329
B. Riley Wealth Advisors
Florida
$1.36M -$45.4K -903 -3%
PIWA
330
Prevail Innovative Wealth Advisors
Kansas
$1.34M +$98.6K +1,960 +8%
CI
331
Cambiar Investors
Colorado
$1.33M +$57.5K +1,142 +5%
IWC
332
Integrated Wealth Concepts
Massachusetts
$1.32M +$160K +3,172 +14%
Creative Planning
333
Creative Planning
Kansas
$1.3M +$205K +4,075 +19%
IASG
334
Investment Advisory Services Group
Florida
$1.29M +$1.29M +25,640 New
QP
335
Quartz Partners
New York
$1.29M +$37.8K +751 +3%
BS
336
Banco Santander
Spain
$1.28M
SWA
337
Sax Wealth Advisors
New Jersey
$1.27M +$469K +9,320 +58%
National Bank of Canada
338
National Bank of Canada
Quebec, Canada
$1.26M -$50.2K -998 -4%
SFG
339
Sovereign Financial Group
Connecticut
$1.25M +$1.25M +24,758 New
VA
340
VestGen Advisors
Illinois
$1.22M -$2.77M -55,071 -69%
QCM
341
Quantinno Capital Management
New York
$1.21M +$272K +5,396 +29%
CFCI
342
Comprehensive Financial Consultants Institutional
Indiana
$1.21M +$65.1K +1,294 +6%
NFTC
343
North Forty Two & Co
Oregon
$1.18M
CCA
344
Cravens & Co Advisors
Tennessee
$1.18M +$1.18M +23,358 New
CWA
345
Continuum Wealth Advisors
New York
$1.17M
ICP
346
Impact Capital Partners
Colorado
$1.16M -$651K -12,929 -36%
FF
347
Friedenthal Financial
New Jersey
$1.15M +$31.7K +630 +3%
VPW
348
Vericrest Private Wealth
Pennsylvania
$1.14M +$1.14M +22,567 New
SWM
349
Segment Wealth Management
Texas
$1.11M +$8.05K +160 +0.7%
Northern Trust
350
Northern Trust
Illinois
$1.11M +$99.3K +1,973 +10%