We are live on ! Find out more
USFR icon

WisdomTree Floating Rate Treasury Fund
USFR

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$600M +$600M +11,935,988 New
RBA
2
Richard Bernstein Advisors
New York
$326M +$327M +6,508,470 New
Morgan Stanley
3
Morgan Stanley
New York
$131M +$131M +2,607,827 New
Ameriprise
4
Ameriprise
Minnesota
$124M +$124M +2,473,376 New
3AM
5
3EDGE Asset Management
Florida
$117M +$117M +2,328,841 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$79.3M +$79.2M +1,576,918 New
BS
7
Banco Santander
Spain
$69.9M +$69.9M +1,390,604 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$55.9M +$55.9M +1,111,909 New
UBS Group
9
UBS Group
Switzerland
$55.4M +$55.4M +1,101,706 New
Wells Fargo
10
Wells Fargo
California
$41.4M +$41.3M +822,488 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$35.3M +$35.3M +701,953 New
HWM
12
Heirloom Wealth Management
Colorado
$34.1M +$34M +676,982 New
GRP
13
Global Retirement Partners
California
$30.8M +$30.7M +611,666 New
BOPW
14
Brandywine Oak Private Wealth
Pennsylvania
$27.6M +$27.5M +547,652 New
DC
15
Davenport & Co
Virginia
$21.3M +$21.3M +423,219 New
NPI
16
New Perspectives Inc
Mississippi
$21M +$20.9M +416,795 New
MCC
17
Money Concepts Capital
Florida
$19.2M +$19.2M +381,935 New
Renaissance Technologies
18
Renaissance Technologies
New York
$18.7M +$18.7M +372,700 New
JWM
19
Jackson Wealth Management
Florida
$17M +$17M +337,580 New
TC
20
TownSquare Capital
Utah
$16.3M +$16.3M +324,199 New
MAG
21
Members Advisory Group
New York
$15.8M +$15.8M +315,240 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$13.7M +$13.7M +272,241 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$12.9M +$12.9M +257,416 New
Goldman Sachs
24
Goldman Sachs
New York
$12.2M +$12.2M +243,449 New
MA
25
MJP Associates
Connecticut
$11.6M +$11.6M +231,186 New
1
2 3 4 5