We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VFM
76
Valley Financial Management
New York
$12.3M +$12.3M +244,707 New
CWM
77
Castle Wealth Management
Florida
$12M +$3.53M +70,208 +42%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$11.7M +$1.91M +38,047 +20%
PAG
79
Private Advisor Group
New Jersey
$11.6M +$6.36M +126,469 +122%
RCS
80
Retirement Capital Strategies
California
$11.6M +$11.6M +229,900 New
GWM
81
Greenwich Wealth Management
Connecticut
$11.5M +$11.5M +228,840 New
NL
82
NVWM LLC
Pennsylvania
$11.4M +$7.14M +141,956 +167%
WWM
83
WT Wealth Management
Arizona
$10.9M +$5.46M +108,437 +99%
EWMCB
84
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.1M -$935K -18,588 -8%
FSA
85
Financial Services Advisory
Maryland
$9.81M -$88.2K -1,754 -0.9%
MIG
86
McGuire Investment Group
Rhode Island
$9.68M +$646K +12,833 +7%
NA
87
NewEdge Advisors
Louisiana
$9.63M +$8.29M +164,686 +612%
MIAN
88
Mariner Independent Advisor Network
Kansas
$9.17M +$553K +10,987 +6%
BWM
89
BlackDiamond Wealth Management
New York
$8.85M +$4.16M +82,735 +89%
MC
90
Middleton & Co
Massachusetts
$8.2M +$8.2M +163,037 New
AWA
91
AmeriServ Wealth Advisors
Pennsylvania
$7.92M +$7.92M +157,421 New
Baird Financial Group
92
Baird Financial Group
Wisconsin
$7.71M -$11.7M -231,621 -60%
EI
93
Ellevest Inc
New York
$7.5M +$7.5M +149,105 New
CWM
94
Cabot Wealth Management
Massachusetts
$7.42M -$4.43M -87,965 -37%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$7.38M -$159K -3,168 -2%
MFG
96
Magnus Financial Group
New York
$7.3M +$6.68M +132,814 +1,071%
KLC
97
Knowledge Leaders Capital
Colorado
$6.96M -$5.19M -103,076 -43%
TI
98
Tidal Investments
Wisconsin
$6.91M +$6.08M +120,791 +723%
KFGK
99
Keystone Financial Group (Kentucky)
Kentucky
$6.8M +$6.8M +135,175 New
GWM
100
GSB Wealth Management
Connecticut
$6.75M +$2.76M +54,831 +69%