# WISDOMTREE TR FLOATNG RAT TREA

WISDOMTREE TR FLOATNG RAT TREA is a security (CUSIP 97717Y527) tracked across SEC portfolio filings. 642 institutional managers reported $10.0B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $1.3M via N-PORT as of 2026-03-31.

## Summary

- Issuer: WISDOMTREE TR
- Class: FLOATNG RAT TREA
- CUSIP: 97717Y527
- Asset category: EC
- 13F holders: 642
- 13F value: $10.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $1.3M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 642 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $878.0M | 17,440,508 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $802.1M | 15,934,091 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $667.6M | 13,259,499 |
| Summit Trail Advisors, LLC | NEW YORK, NY | $499.8M | 9,927,563 |
| NewEdge Wealth, LLC | Pittsburgh, PA | $384.2M | 7,632,376 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $354.4M | 7,040,261 |
| BIP Wealth, LLC | ATLANTA, GA | $278.0M | 5,521,691 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | RALEIGH, NC | $264.5M | 5,254,391 |
| UBS Group AG | Zurich, V8 | $256.3M | 5,091,228 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $198.3M | 3,939,267 |
| Royal Bank of Canada | TORONTO, A6 | $141.7M | 2,815,078 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $124.6M | 2,474,634 |
| [Serenus Wealth Advisors, LLC](https://search.stillhousedata.com/firm/332034) | SANTA MONICA, CA | $122.1M | 2,424,914 |
| [MISSION WEALTH MANAGEMENT, LP](https://search.stillhousedata.com/firm/113057) | Santa Barbara, CA | $94.1M | 1,868,364 |
| IHT Wealth Management, LLC | Chicago, IL | $89.7M | 1,781,664 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Align Alternative Access Fun | Align Alternative Access Fund | $1.2M | 676.95% |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 98.74% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717Y527.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.