We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
401
Ashton Thomas Private Wealth
Arizona
$816K +$817K +16,211 New
Betterment LLC
402
Betterment LLC
New York
$806K +$488K +9,687 +153%
SW
403
Simplicity Wealth
New Jersey
$788K +$229K +4,535 +41%
VA
404
VestGen Advisors
Illinois
$785K +$86.4K +1,714 +12%
HW
405
Hamilton Wealth
California
$783K -$15.4M -306,243 -95%
OFS
406
OneAscent Financial Services
Alabama
$760K -$8.26K -164 -1%
OFS
407
Opus Financial Solutions
Illinois
$755K +$116K +2,304 +18%
MCC
408
Money Concepts Capital
Florida
$755K -$2.42M -48,088 -76%
OC
409
Oppenheimer & Co
New York
$748K +$312K +6,185 +71%
AWM
410
Avior Wealth Management
Nebraska
$743K -$98K -1,944 -12%
SFA
411
Sequoia Financial Advisors
Ohio
$738K +$190K +3,770 +35%
Jane Street
412
Jane Street
New York
$736K +$737K +14,619 New
FPAS
413
Focus Partners Advisor Solutions
Missouri
$732K -$204K -4,057 -22%
RSWA
414
Robinson Smith Wealth Advisors
Maine
$725K – – –
FPB
415
First PREMIER Bank
South Dakota
$723K -$105K -2,086 -13%
AIC
416
Archer Investment Corporation
Indiana
$719K +$29.8K +591 +4%
BRWM
417
Blue Rock Wealth Management
North Carolina
$718K -$156K -3,101 -18%
FCA
418
Fortis Capital Advisors
Kansas
$713K -$43K -854 -6%
MFG
419
Magnus Financial Group
New York
$713K -$269K -5,337 -27%
IC
420
IEQ Capital
California
$711K +$349K +6,927 +96%
UB
421
UMB Bank
Missouri
$703K -$121K -2,392 -15%
WCM
422
Winebrenner Capital Management
Kentucky
$698K -$16.2K -321 -2%
GG
423
GenWealth Group
New Jersey
$680K -$29.7K -589 -4%
CHJWM
424
Carlton Hofferkamp & Jenks Wealth Management
Texas
$663K -$38.9K -771 -6%
CF
425
Convergence Financial
Missouri
$651K +$652K +12,933 New