We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Procyon Advisors
Connecticut
$12.9M +$7.19M +142,667 +125%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$12.9M +$4.18M +82,913 +48%
BWM
103
BlackDiamond Wealth Management
New York
$12.7M +$3.06M +60,811 +32%
UAS
104
United Asset Strategies
New York
$12.7M +$1.71K +34 +0%
MIG
105
McGuire Investment Group
Rhode Island
$12.6M +$1.19M +23,638 +10%
UB
106
UMB Bank
Missouri
$12.3M +$12.3M +244,847 New
MCC
107
Money Concepts Capital
Florida
$12M +$9.26M +183,805 +337%
ARS
108
Adirondack Retirement Specialists
New York
$11.7M +$1.05M +20,873 +10%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$11.6M +$266K +5,281 +2%
CA
110
Cetera Advisors
Colorado
$11.6M -$1.11M -21,990 -9%
Mariner
111
Mariner
Kansas
$11.5M +$1.76M +34,888 +18%
BA
112
Bridge Advisory
California
$11.4M +$1.85M +36,812 +19%
SWM
113
Stapp Wealth Management
Washington
$11.4M -$177K -3,524 -2%
BA
114
Bristlecone Advisors
Washington
$10.5M +$3.57M +70,831 +51%
KWM
115
Kingsview Wealth Management
Oregon
$10.2M +$6.56M +130,255 +178%
LB
116
Leo Brokerage
Texas
$10M -$528K -10,491 -5%
FSA
117
Financial Services Advisory
Maryland
$9.79M -$141K -2,791 -1%
FGA
118
Fortis Group Advisors
New Jersey
$9.76M +$91.3K +1,812 +0.9%
TA
119
Tectonic Advisors
Texas
$9.68M +$9.69M +192,347 New
PWG
120
Portside Wealth Group
Utah
$9.57M +$9.58M +190,261 New
MFG
121
Merit Financial Group
Georgia
$9.47M -$7.28M -144,438 -43%
AF
122
Allworth Financial
California
$9.08M -$6.29M -124,784 -41%
Millennium Management
123
Millennium Management
New York
$8.88M +$4.12M +81,793 +86%
AAS
124
Ameritas Advisory Services
Nebraska
$8.6M +$1.47M +29,283 +21%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$8.56M +$519K +10,298 +6%