We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$56.7M -$8.49M -168,678 -13%
GVCM
27
Global View Capital Management
Wisconsin
$56M +$35.6M +707,989 +175%
Lido Advisors
28
Lido Advisors
California
$55M -$180K -3,570 -0.3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$52.7M -$627K -12,467 -1%
GIA
30
Gladstone Institutional Advisory
Florida
$52.5M +$5.83M +115,879 +12%
ABWM
31
Alpine Bank Wealth Management
Colorado
$50.9M -$18.5M -367,186 -27%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$47.3M -$28.3M -562,171 -37%
William Blair & Company
33
William Blair & Company
Illinois
$46.4M -$2.54M -50,504 -5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$46.1M -$2.27M -45,139 -5%
JP Morgan Chase
35
JP Morgan Chase
New York
$45.6M -$976M -19,387,519 -96%
LCM
36
Lunt Capital Management
Utah
$44.9M -$46.3K -919 -0.1%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$43.5M +$7.12M +141,511 +20%
KPWS
38
Kestra Private Wealth Services
Texas
$42.6M -$83.3K -1,656 -0.2%
SPIA
39
Steward Partners Investment Advisory
New York
$41.8M +$2.06M +40,880 +5%
Stifel Financial
40
Stifel Financial
Missouri
$41.7M +$6.74M +133,867 +19%
AC
41
AlphaCore Capital
California
$39.7M +$39.7M +788,723 New
MIG
42
McGuire Investment Group
Rhode Island
$39.6M +$8.62M +171,267 +28%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$38.4M -$726K -14,434 -2%
WCP
44
Wealthcare Capital Partners
Pennsylvania
$36.5M +$3.54M +70,396 +11%
MAA
45
Mraz Amerine & Associates
California
$36.2M +$24.9M +494,348 +220%
SFGP
46
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35.2M -$1.14M -22,638 -3%
MWM
47
Mission Wealth Management
California
$35.1M -$16.3M -322,926 -32%
AFP
48
Ausdal Financial Partners
Iowa
$33.4M +$5.1M +101,426 +18%
TRCT
49
Tower Research Capital (TRC)
New York
$32.3M +$18.2M +360,864 +129%
CPA
50
Capital Planning Advisors
California
$32.3M -$7.9M -156,891 -20%