We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Modern Wealth Management
Kansas
$15.4M -$4.21M -83,549 -21%
RWC
102
Rare Wolf Capital
Washington
$15.1M +$15.2M +301,029 New
CIA
103
Christian Investment Advisors
Texas
$15.1M +$591K +11,737 +4%
CA
104
Calton & Associates
Florida
$14.9M +$14.9M +295,820 New
LFS
105
Leibman Financial Services
Nebraska
$14.9M -$1.8M -35,672 -11%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$14.7M +$768K +15,260 +6%
GWM
107
Goldenstone Wealth Management
California
$14.5M +$14.5M +287,763 New
MCM
108
MAI Capital Management
Ohio
$14.1M +$972K +19,311 +7%
LW
109
Lauer Wealth
Indiana
$14.1M -$1.73M -34,298 -11%
HC
110
Headland Capital
South Carolina
$14.1M +$282K +5,610 +2%
FFA
111
Farther Finance Advisors
California
$14M +$11.7M +232,222 +497%
NF
112
Napier Financial
Massachusetts
$13.8M +$13.8M +275,049 New
AWM
113
Axxcess Wealth Management
California
$13.8M -$175K -3,477 -1%
CCP
114
Cassia Capital Partners
North Carolina
$13.7M -$5.64M -112,139 -29%
GWM
115
GSB Wealth Management
Connecticut
$13.7M -$2.41M -47,876 -15%
MFG
116
Merit Financial Group
Georgia
$13.5M +$2.29M +45,556 +20%
MW
117
Mueller Wealth
Wisconsin
$13.5M +$13.5M +267,748 New
GCWM
118
Guided Capital Wealth Management
Texas
$13.5M +$104K +2,069 +0.8%
HCM
119
Howard Capital Management
Georgia
$13.4M -$233K -4,624 -0.2%
AFWM
120
Arta Finance Wealth Management
California
$13.4M +$13.4M +266,868 New
ACG
121
Allen Capital Group
Nebraska
$13.4M +$3.53M +70,185 +36%
VIP
122
Value Investment Professionals
New York
$13.1M +$13.1M +260,638 New
SI
123
Stephens Inc
Arkansas
$13M -$487K -9,671 -4%
PGWM
124
Parisi Gray Wealth Management
New Jersey
$12.9M +$2.85M +56,535 +28%
IF
125
Intrua Financial
Texas
$12.8M +$2.74M +54,360 +27%