We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
376
Heck Capital Advisors
Wisconsin
$400K
PFO
377
Pathstone Family Office
New Jersey
$393K -$188K -3,740 -32%
GAA
378
Global Assets Advisory
Florida
$391K +$391K +7,766 New
GSC
379
G&S Capital
Colorado
$380K +$131K +2,598 +52%
W
380
Wealthquest
Ohio
$379K -$403 -8 -0.1%
SQA
381
Simon Quick Advisors
New Jersey
$373K +$374K +7,414 New
PIA
382
Perennial Investment Advisors
California
$359K +$359K +7,126 New
CIA
383
Cascade Investment Advisors
Oregon
$356K +$45.4K +900 +15%
MAG
384
Members Advisory Group
New York
$352K -$306K -6,065 -46%
AWA
385
Arkadios Wealth Advisors
Georgia
$347K +$90.9K +1,804 +35%
IHL
386
Investment House LLC
California
$344K -$12.6K -250 -4%
TI
387
Trexquant Investment
Connecticut
$342K +$343K +6,798 New
VAG
388
VisionPoint Advisory Group
Texas
$340K +$304K +6,026 +828%
PA
389
Pinnacle Associates
New York
$339K +$64.4K +1,278 +23%
VBFP
390
Valtinson Bruner Financial Planning
Minnesota
$335K
Lido Advisors
391
Lido Advisors
California
$333K -$258K -5,123 -44%
NC
392
NewSquare Capital
Pennsylvania
$330K +$9.57K +190 +3%
MA
393
Marshfield Associates
District of Columbia
$329K -$9.57K -190 -3%
ICMP
394
Integrated Capital Management (Pennsylvania)
Pennsylvania
$323K +$34.1K +677 +12%
WWM
395
WJ Wealth Management
Arizona
$313K +$314K +6,224 New
CFGS
396
Concourse Financial Group Securities
Alabama
$304K -$302K -5,985 -50%
SFPG
397
Stonebridge Financial Planning Group
Florida
$295K +$295K +5,860 New
RFA
398
Resurgent Financial Advisors
Georgia
$290K +$290K +5,753 New
PMG
399
ProVise Management Group
Florida
$286K -$359K -7,116 -56%
NWM
400
Northwest Wealth Management
Iowa
$283K +$3.53K +70 +1%