We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
201
Bernardo Wealth Planning
Pennsylvania
$4.81M -$189K -3,764 -4%
TC
202
Town Capital
Maryland
$4.81M +$4.81M +95,524 New
CAL
203
Capital Analysts LLC
Pennsylvania
$4.73M +$403 +8 +0%
EWM
204
Elmwood Wealth Management
California
$4.71M -$1.81M -35,985 -28%
YWM
205
Yoder Wealth Management
California
$4.67M -$674K -13,398 -13%
LAS
206
LWM Advisory Services
Florida
$4.65M -$482K -9,584 -9%
FVCM
207
F&V Capital Management
Florida
$4.65M -$262K -5,204 -5%
WCAMG
208
Woodard & Company Asset Management Group
North Carolina
$4.6M +$148K +2,942 +3%
SG
209
StoneX Group
New York
$4.59M +$328K +6,519 +8%
CL
210
CIM LLC
New York
$4.59M +$214K +4,242 +5%
HW
211
Hamilton Wealth
California
$4.51M +$1.34M +26,710 +42%
GWM
212
Greenwich Wealth Management
Connecticut
$4.4M
FFN
213
Focus Financial Network
Minnesota
$4.4M -$86K -1,709 -2%
EFG
214
Ethos Financial Group
Pennsylvania
$4.38M +$1.18M +23,353 +37%
CLP
215
Charis Legacy Partners
Texas
$4.32M +$411K +8,163 +10%
VPF
216
Vantage Point Financial
Illinois
$4.24M +$231K +4,599 +6%
CW
217
CreativeOne Wealth
Kansas
$4.22M +$651K +12,936 +18%
NRG
218
Nemes Rush Group
Michigan
$4.18M +$4.18M +83,134 New
FFG
219
First Financial Group
North Carolina
$4.17M +$418K +8,315 +11%
Corient Private Wealth
220
Corient Private Wealth
Florida
$4.1M +$3.88M +77,080 +1,744%
WA
221
Waverly Advisors
Alabama
$4.07M -$998K -19,837 -20%
MWML
222
M Wealth Management LLC
California
$4.07M -$334K -6,631 -8%
CCFM
223
Clear Creek Financial Management
Washington
$4.07M +$4.07M +80,820 New
BFG
224
Beacon Financial Group
Texas
$4M -$420K -8,346 -9%
OWA
225
OakTrust Wealth Advisors
Connecticut
$3.93M +$3.93M +78,078 New