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
Geneos Wealth Management
Colorado
$6.21M -$472K -9,385 -7%
CIAS
177
Capital Investment Advisory Services
North Carolina
$6.21M +$186K +3,688 +3%
DF
178
Daviman Financial
Indiana
$6.19M +$6.19M +122,966 New
CWM
179
Cabot Wealth Management
Massachusetts
$6.18M -$3.13M -62,245 -34%
FFS
180
Founders Financial Securities
Maryland
$6.09M -$1.48M -29,348 -20%
Cerity Partners
181
Cerity Partners
New York
$6.04M -$1.44M -28,533 -19%
WSWA
182
Warren Street Wealth Advisors
California
$6.01M +$664K +13,188 +12%
CCAM
183
Cascades Capital Asset Management
North Carolina
$5.97M -$701K -13,928 -11%
AWM
184
Activest Wealth Management
Florida
$5.9M -$311K -6,179 -5%
BAM
185
Belpointe Asset Management
Nevada
$5.81M +$452K +8,985 +8%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$5.7M +$178K +3,532 +3%
EFA
187
Evernest Financial Advisors
Indiana
$5.56M -$723K -14,357 -12%
SOS
188
Silver Oak Securities
Tennessee
$5.5M -$1.72M -34,133 -24%
ASN
189
Advisory Services Network
Georgia
$5.5M +$7.35K +146 +0.1%
CFP
190
Curran Financial Partners
South Carolina
$5.47M -$631K -12,528 -10%
ETC
191
Exchange Traded Concepts
Oklahoma
$5.36M +$87K +1,729 +2%
GSWM
192
Golden State Wealth Management
California
$5.33M -$627K -12,465 -11%
AWA
193
Argo Wealth Advisory
Virginia
$5.29M +$5.29M +105,127 New
HPC
194
Hobart Private Capital
North Carolina
$5.26M +$508K +10,091 +11%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$5.16M -$1.3M -25,914 -20%
WWM
196
Western Wealth Management
Colorado
$5.1M +$324K +6,446 +7%
EI
197
Ellevest Inc
New York
$5.04M -$499K -9,923 -9%
NG
198
Novem Group
New York
$4.98M +$1.25M +24,888 +34%
Wealthfront Advisers
199
Wealthfront Advisers
California
$4.97M +$1.03M +20,494 +26%
SLC
200
Second Line Capital
Louisiana
$4.89M +$466K +9,254 +11%