We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
351
Walkner Condon Financial Advisors
Wisconsin
$921K -$260K -5,166 -22%
JIP
352
Jaffetilchin Investment Partners
Florida
$910K +$3.93K +78 +0.4%
IWA
353
Integrity Wealth Advisors
California
$907K +$908K +18,033 New
PCM
354
Prelude Capital Management
New York
$906K – – –
T
355
Transce3nd
Texas
$881K +$881K +17,499 New
CA
356
CGN Advisors
Kansas
$877K +$109K +2,170 +14%
MFN
357
Midwest Financial Network
Illinois
$876K +$876K +17,410 New
RFP
358
Root Financial Partners
California
$875K – – –
AZ
359
Alpha Zero
Florida
$871K +$871K +17,300 New
TF
360
Trek Financial
Arizona
$858K +$1.26K +25 +0.1%
AWM
361
Avior Wealth Management
Nebraska
$824K +$76.7K +1,524 +10%
FA
362
Flagstar Advisors
New York
$796K +$75.3K +1,495 +10%
RSWA
363
Robinson Smith Wealth Advisors
Maine
$795K – – –
GA
364
GFS Advisors
Texas
$789K -$79.9K -1,587 -9%
SWM
365
Segment Wealth Management
Texas
$782K -$460K -9,145 -37%
LC
366
Lindbrook Capital
California
$780K -$151K -3,000 -16%
OC
367
Oppenheimer & Co
New York
$769K -$99.9K -1,984 -11%
SAM
368
Synergy Asset Management
Washington
$767K +$767K +15,235 New
LA
369
Latitude Advisors
Florida
$766K +$10.2K +203 +1%
CTC
370
Central Trust Company
Missouri
$764K +$308K +6,126 +68%
CAL
371
Capital Advisors Ltd
Ohio
$763K -$161K -3,205 -17%
EP
372
Essential Planning
New Hampshire
$743K +$743K +14,755 New
TFM
373
Trademark Financial Management
Minnesota
$741K +$2.67K +53 +0.4%
BOSSRA
374
B.O.S.S. Retirement Advisors
Utah
$732K +$733K +14,555 New
FTUS
375
Flow Traders U.S.
New York
$730K -$2.47M -48,983 -77%
13 14
15
16 17