We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$3.8M +$240K +4,767 +7%
CL
152
CIM LLC
New York
$3.66M -$65K -1,292 -2%
CW
153
CreativeOne Wealth
Kansas
$3.52M +$373K +7,410 +12%
RF
154
Resolute Financial
Massachusetts
$3.47M +$163K +3,233 +5%
EIA
155
Eldridge Investment Advisors
New Hampshire
$3.35M -$2.71M -53,920 -45%
IIC
156
Integrated Investment Consultants
Michigan
$3.32M +$3.32M +65,999 New
VAS
157
Vestmark Advisory Solutions
Massachusetts
$3.25M +$2.42M +48,075 +291%
DWMG
158
DB Wealth Management Group
California
$3.23M +$3.23M +64,224 New
MWAM
159
Manhattan West Asset Management
California
$3.22M +$261K +5,191 +9%
EFS
160
Essex Financial Services
Connecticut
$3.19M +$1.4M +27,876 +78%
IAN
161
Integrated Advisors Network
Texas
$3.18M +$2.69M +53,538 +554%
1WM
162
1900 Wealth Management
Texas
$3.16M -$1.54M -30,580 -33%
Brown Advisory
163
Brown Advisory
Maryland
$3.14M
SWM
164
Segment Wealth Management
Texas
$3.09M +$3.09M +61,515 New
HI
165
Harbour Investments
Wisconsin
$3.09M +$1.47M +29,257 +91%
KPWS
166
Kestra Private Wealth Services
Texas
$3.03M +$1.72M +34,111 +130%
CM
167
Capital Management
Virginia
$2.97M +$2.97M +58,986 New
SG
168
Sharper & Granite
California
$2.92M +$2.93M +58,185 New
HW
169
Hedeker Wealth
Illinois
$2.86M +$305K +6,067 +12%
AA
170
Addison Advisors
Vermont
$2.7M -$590K -11,720 -18%
MSFS
171
Main Street Financial Solutions
Pennsylvania
$2.68M +$1.21M +24,032 +82%
FA
172
Fermata Advisors
California
$2.61M +$810K +16,107 +45%
CWP
173
Core Wealth Partners
California
$2.53M +$2.53M +50,231 New
PCM
174
Price Capital Management
Louisiana
$2.51M -$17.6M -350,000 -88%
CWA
175
Centennial Wealth Advisory
Michigan
$2.47M -$27.7K -551 -1%