We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$21.9M +$2.22M +43,960 +11%
AWS
77
Atria Wealth Solutions
New York
$21.3M +$20.9M +414,153 +4,645%
CWM
78
Cabot Wealth Management
Massachusetts
$21.3M +$661K +13,117 +3%
MWM
79
Moulton Wealth Management
Washington
$19.8M +$1.05M +20,876 +6%
IG
80
ING Group
Netherlands
$19.4M +$19.4M +385,100 New
FNC
81
First National Corp
Massachusetts
$18.9M +$678K +13,456 +4%
RW
82
Regimen Wealth
Georgia
$18.4M +$2.06M +40,839 +13%
Millennium Management
83
Millennium Management
New York
$18.4M +$9.52M +188,852 +107%
KFGK
84
Keystone Financial Group (Kentucky)
Kentucky
$18.1M +$2.58M +51,221 +17%
DADC
85
D.A. Davidson & Co
Montana
$18M +$14.1M +280,536 +363%
GWM
86
GSB Wealth Management
Connecticut
$17.9M +$3M +59,472 +20%
TCM
87
TD Capital Management
Tennessee
$17.5M +$2.74M +54,271 +18%
TCWM
88
Total Clarity Wealth Management
Illinois
$17.2M -$6.74M -133,763 -28%
PGWM
89
Parisi Gray Wealth Management
New Jersey
$16.9M +$15.7M +311,303 +1,321%
Mariner
90
Mariner
Kansas
$16.8M +$5.27M +104,497 +46%
JWCA
91
J.W. Cole Advisors
Florida
$16.7M +$3.41M +67,694 +26%
TFG
92
Team Financial Group
California
$16.7M +$16.7M +332,258 New
JCM
93
Jacobi Capital Management
Pennsylvania
$16.4M +$160K +3,175 +1%
CWA
94
Continuum Wealth Advisors
New York
$16.3M +$675K +13,392 +4%
TF
95
Trek Financial
Arizona
$16.2M +$15.6M +310,406 +2,915%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$16M +$649K +12,881 +4%
TFA
97
Tobias Financial Advisors
Florida
$15.9M +$647K +12,832 +4%
WWM
98
WT Wealth Management
Arizona
$15.8M -$1.58M -31,385 -9%
II
99
Inspire Investing
Idaho
$15.6M -$7.18M -142,382 -32%
BA
100
Bristlecone Advisors
Washington
$15.5M +$4.98M +98,868 +47%