We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAIM
551
Catherine Avery Investment Management
Florida
$12.6K +$151 +3 +1%
CFD
552
Creative Financial Designs
Indiana
$12.4K +$12.4K +246 New
RI
553
Ridgewood Investments
New Jersey
$11.1K -$99.6K -1,976 -90%
PGAM
554
Princeton Global Asset Management
New Jersey
$10.1K – – –
C
555
Covestor
United Kingdom
$10K -$21K -416 -69%
HWP
556
Highline Wealth Partners
California
$9.93K +$101 +2 +1%
AF
557
Advisornet Financial
Minnesota
$7.7K -$108K -2,135 -93%
BWM
558
Bernard Wealth Management
Michigan
$7.35K +$6.75K +134 +1,117%
SWM
559
Spire Wealth Management
Virginia
$7.05K +$50 +1 +0.7%
TFGT
560
TS Financial Group (TSFG)
Illinois
$7K +$50 +1 +0.8%
IHWM
561
Iron Horse Wealth Management
Iowa
$6.69K +$6.7K +133 New
HNB
562
Huntington National Bank
Ohio
$6.54K – – –
CFO
563
CVA Family Office
Colorado
$6.29K – – –
NFSG
564
Newbridge Financial Services Group
Florida
$5.99K – – –
TPCW
565
TD Private Client Wealth
New York
$3.22K -$403 -8 -11%
GEA
566
Glen Eagle Advisors
New Jersey
$2.87K – – –
PCA
567
PMV Capital Advisers
Texas
$2.42K +$2.42K +48 New
MAS
568
MPWM Advisory Solutions
Georgia
$2.22K – – –
PA
569
Parallel Advisors
California
$2.21K – – –
GM
570
GeoWealth Management
Illinois
$2.03K -$5.86M -116,271 -100%
MSG
571
Main Street Group
Virginia
$1.86K – – –
MSWA
572
Marshall & Sterling Wealth Advisors
New York
$1.25K – – –
RBC
573
Roble Belko & Company
Pennsylvania
$1K – – –
RIL
574
Rothschild Investment LLC
Illinois
$705 – – –
MA
575
MCF Advisors
Kentucky
$554 – – –
21 22
23
24 25