We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Goldenstone Wealth Management
California
$7.4M -$7.79M -154,639 -51%
IWP
177
Invenio Wealth Partners
Florida
$7.38M -$1.63M -32,333 -18%
FFG
178
Fortune Financial Group
Florida
$7.29M -$8.21M -162,980 -53%
Wealthfront Advisers
179
Wealthfront Advisers
California
$6.9M +$67.5K +1,339 +1%
KWM
180
Kingsview Wealth Management
Oregon
$6.86M -$33.6K -667 -0.5%
YWM
181
Yoder Wealth Management
California
$6.68M +$1.85M +36,729 +38%
TC
182
Town Capital
Maryland
$6.57M +$433K +8,586 +7%
CWM
183
Cabot Wealth Management
Massachusetts
$6.54M -$162K -3,211 -2%
CIAS
184
Capital Investment Advisory Services
North Carolina
$6.44M -$88.9K -1,765 -1%
WSWA
185
Warren Street Wealth Advisors
California
$6.43M +$550K +10,917 +9%
DADC
186
D.A. Davidson & Co
Montana
$6.42M -$71.3K -1,415 -1%
TCWM
187
Total Clarity Wealth Management
Illinois
$6.32M -$580K -11,517 -8%
GT
188
GreatBanc Trust
Illinois
$6.31M +$2.63M +52,270 +72%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$6.23M -$1.37M -27,249 -18%
CAL
190
Capital Analysts LLC
Pennsylvania
$6.12M +$692K +13,730 +13%
GAA
191
Global Assets Advisory
Florida
$6.07M +$2.43M +48,285 +67%
SWP
192
Stratos Wealth Partners
Ohio
$5.92M -$3.77M -74,905 -39%
SI
193
Stephens Inc
Arkansas
$5.87M -$2.25M -44,611 -28%
AWA
194
Argo Wealth Advisory
Virginia
$5.86M +$262K +5,191 +5%
EWM
195
Elmwood Wealth Management
California
$5.78M -$2.05M -40,620 -26%
HPC
196
Hobart Private Capital
North Carolina
$5.71M +$166K +3,300 +3%
SWA
197
Stratos Wealth Advisors
Ohio
$5.64M +$5.64M +111,966 New
Citigroup
198
Citigroup
New York
$5.62M +$5.2M +103,243 +1,246%
SLC
199
Second Line Capital
Louisiana
$5.61M +$116K +2,311 +2%
Corient Private Wealth
200
Corient Private Wealth
Florida
$5.6M +$3.52M +69,756 +169%