We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$2.46M +$1.06M +21,036 +75%
FW
177
FirstPurpose Wealth
Utah
$2.41M +$58.9K +1,170 +2%
EH
178
Equitable Holdings
New York
$2.33M +$1.77M +35,177 +315%
SPC
179
Sigma Planning Corp
Michigan
$2.31M -$30.4K -605 -1%
Truist Financial
180
Truist Financial
North Carolina
$2.28M -$41M -814,547 -95%
VBFG
181
Vishria Bird Financial Group
Tennessee
$2.25M -$73.4K -1,459 -3%
MA
182
MBA Advisors
Pennsylvania
$2.2M +$155K +3,083 +8%
BWP
183
Bernardo Wealth Planning
Pennsylvania
$2.19M +$2.19M +43,506 New
SW
184
SVB Wealth
Massachusetts
$2.06M +$2.07M +41,071 New
MMM
185
Mendel Money Management
Illinois
$2.01M +$1.4M +27,795 +230%
EWA
186
Etesian Wealth Advisors
Oregon
$1.99M +$1.99M +39,625 New
CA
187
Calton & Associates
Florida
$1.87M +$1.87M +37,182 New
PA
188
PFG Advisors
Arizona
$1.86M +$1.5M +29,809 +413%
AC
189
Apella Capital
Connecticut
$1.82M -$30.3K -602 -2%
IA
190
IFG Advisory
Georgia
$1.82M +$382K +7,598 +27%
BW
191
Bison Wealth
Georgia
$1.73M +$1.74M +34,493 New
CAL
192
Capital Advisors Ltd
Ohio
$1.66M +$118K +2,340 +8%
LBC
193
Lawrence B. Cohen
$1.65M +$1.65M +32,779 New
ASN
194
Advisory Services Network
Georgia
$1.63M +$1.63M +32,335 New
PP
195
Patron Partners
Texas
$1.58M +$828K +16,452 +110%
FT
196
Fiduciary Trust
Massachusetts
$1.57M +$1.13M +22,438 +252%
WCM
197
Wealthcare Capital Management
Virginia
$1.56M +$1.56M +30,963 New
B
198
Bridgeworth
Alabama
$1.56M – – –
AI
199
Atria Investments
North Carolina
$1.52M +$1.52M +30,281 New
AWM
200
Axxcess Wealth Management
California
$1.51M -$300K -5,960 -17%
6 7
8
9 10