We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Optima Capital
Oregon
$5.28M +$3.06M +60,622 +137%
NL
202
NWAM LLC
Washington
$5.12M +$771K +15,287 +18%
LMKC
203
L.M. Kohn & Company
Ohio
$5.04M +$1.13M +22,340 +29%
BWP
204
Bernardo Wealth Planning
Pennsylvania
$5.01M +$217K +4,309 +5%
EFA
205
Evernest Financial Advisors
Indiana
$4.97M +$104K +2,063 +2%
SMG
206
Smart Money Group
Texas
$4.77M +$541K +10,730 +13%
FFN
207
Focus Financial Network
Minnesota
$4.77M +$214K +4,253 +5%
MA
208
MBA Advisors
Pennsylvania
$4.6M +$258K +5,122 +6%
FGA
209
Fortis Group Advisors
New Jersey
$4.51M -$2.05M -40,753 -31%
GS
210
GTS Securities
Florida
$4.43M +$2.82M +55,865 +174%
MFG
211
Magnus Financial Group
New York
$4.26M -$801K -15,896 -16%
CL
212
CIM LLC
New York
$4.25M +$91K +1,806 +2%
AWE
213
Avidian Wealth Enterprises
Texas
$4.22M +$1.21M +24,024 +40%
LAS
214
LWM Advisory Services
Florida
$4.14M +$2.54M +50,410 +158%
WCAMG
215
Woodard & Company Asset Management Group
North Carolina
$4.1M -$141K -2,806 -3%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$4.05M -$228K -4,524 -5%
PAS
217
Park Avenue Securities
New York
$4.02M +$2.69M +53,414 +202%
WSWA
218
Warren Street Wealth Advisors
California
$4.02M +$453K +8,983 +13%
HP
219
Haven Private
Florida
$4.01M +$4.02M +79,725 New
AFM
220
Aspetuck Financial Management
Connecticut
$3.94M -$144K -2,861 -4%
SG
221
StoneX Group
New York
$3.89M +$332K +6,581 +9%
AF
222
Allworth Financial
California
$3.89M -$180K -3,568 -4%
IA
223
IFP Advisors
Florida
$3.88M +$2.38M +47,182 +157%
HPC
224
Hobart Private Capital
North Carolina
$3.85M +$53.7K +1,065 +1%
GFG
225
Goldstone Financial Group
Illinois
$3.72M +$56.8K +1,126 +2%