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WisdomTree Floating Rate Treasury Fund

名稱 持股 交易金額 股數
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持股
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Morgan Stanley
1
Morgan Stanley
New York
US$8.64億 -US$1429萬 -283,561 -2%
Bank of America
2
Bank of America
North Carolina
US$7.28億 -US$7424萬 -1,473,242 -9%
LPL Financial
3
LPL Financial
California
US$6.68億 +US$2522萬 +500,433 +4%
Summit Trail Advisors
4
Summit Trail Advisors
New York
US$5.68億 +US$6840萬 +1,357,359 +14%
NewEdge Wealth
5
NewEdge Wealth
Pennsylvania
US$5.59億 +US$1.75億 +3,467,101 +45%
Raymond James Financial
6
Raymond James Financial
Florida
US$3.44億 -US$1084萬 -215,209 -3%
BIP Wealth
7
BIP Wealth
Georgia
US$2.78億 +US$2126萬 +421,975 +8%
UBS Group
8
UBS Group
Switzerland
US$2.7億 +US$1378萬 +273,361 +5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
US$2.2億 -US$4437萬 -880,549 -17%
Ameriprise
10
Ameriprise
Minnesota
US$2.19億 +US$2464萬 +489,060 +13%
Wells Fargo
11
Wells Fargo
California
US$2億 +US$203萬 +40,307 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
US$1.47億 +US$537萬 +106,616 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
US$1.25億 +US$677萬 +134,343 +6%
SWA
14
Serenus Wealth Advisors
California
US$1.22億 +US$33.5萬 +6,652 +0.3%
Mission Wealth Management
15
Mission Wealth Management
California
US$9407萬 +US$5040萬 +1,000,126 +115%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
US$9004萬 +US$400萬 +79,436 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
US$8838萬 +US$234萬 +46,416 +3%
Morton Capital Management
18
Morton Capital Management
California
US$8764萬 +US$316萬 +62,702 +4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
US$7950萬 +US$261萬 +51,893 +3%
Private Advisor Group
20
Private Advisor Group
New Jersey
US$7890萬 -US$3775萬 -749,039 -32%
Kestra Advisory Services
21
Kestra Advisory Services
Texas
US$7528萬 -US$2594萬 -514,775 -26%
Encompass More Asset Management
22
Encompass More Asset Management
California
US$7418萬 +US$2735萬 +542,673 +58%
CPCM
23
Cardinal Point Capital Management
Ontario, Canada
US$7231萬 -US$193萬 -38,211 -3%
IHT Wealth Management
24
IHT Wealth Management
Illinois
US$6889萬 -US$2084萬 -413,514 -23%
Davenport & Co
25
Davenport & Co
Virginia
US$6585萬 +US$211萬 +41,944 +3%