We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Activest Wealth Management
Florida
$6.95M -$40.1K -797 -0.6%
GWM
177
Geneos Wealth Management
Colorado
$6.9M -$15.5M -307,241 -69%
WWA
178
WCG Wealth Advisors
Nevada
$6.63M -$855K -16,982 -11%
FWM
179
Fortress Wealth Management
California
$6.56M +$10.2K +202 +0.2%
DADC
180
D.A. Davidson & Co
Montana
$6.52M -$947K -18,809 -13%
CWM
181
Collaborative Wealth Management
Florida
$6.41M -$563K -11,179 -8%
AIP
182
Almanack Investment Partners
Pennsylvania
$5.96M -$4.29M -85,176 -42%
WA
183
Waverly Advisors
Alabama
$5.92M -$169K -3,359 -3%
BFG
184
Beacon Financial Group
Texas
$5.79M -$10.8K -215 -0.2%
AAS
185
Avantax Advisory Services
Texas
$5.72M -$1.95M -38,772 -25%
CIAS
186
Capital Investment Advisory Services
North Carolina
$5.67M +$48.5K +963 +0.9%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$5.63M +$2.3M +45,652 +69%
ASN
188
Advisory Services Network
Georgia
$5.59M -$730K -14,491 -12%
BAM
189
Belpointe Asset Management
Nevada
$5.58M -$255K -5,055 -4%
EI
190
Ellevest Inc
New York
$5.54M -$75.1K -1,490 -1%
WWM
191
Western Wealth Management
Colorado
$5.5M -$4.36M -86,480 -44%
ETC
192
Exchange Traded Concepts
Oklahoma
$5.37M -$377K -7,486 -7%
EFA
193
Evernest Financial Advisors
Indiana
$5.24M +$265K +5,259 +5%
MWML
194
M Wealth Management LLC
California
$5.22M -$1.4M -27,800 -21%
EWM
195
Elmwood Wealth Management
California
$5.04M -$2.58M -51,122 -34%
OP
196
ORG Partners
Indiana
$4.94M +$4.04M +80,107 +444%
WWM
197
WT Wealth Management
Arizona
$4.85M +$3.53M +70,018 +265%
WSWA
198
Warren Street Wealth Advisors
California
$4.78M +$760K +15,096 +19%
YWM
199
Yoder Wealth Management
California
$4.72M -$1.29M -25,603 -21%
FFN
200
Focus Financial Network
Minnesota
$4.65M -$118K -2,349 -2%