WISDOMTREE TR FLOATNG RAT TREA is a security (CUSIP 97717Y527) tracked across SEC portfolio filings. 641 institutional managers reported $9.9B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $1.3M via N-PORT as of 2026-03-31.
Showing 15 of 641 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 | FORT MILL, SC | $642.3M | 12,759,066 |
| 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 | 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 | CHICAGO, IL | $124.6M | 2,474,634 |
| Serenus Wealth Advisors, LLC | SANTA MONICA, CA | $122.1M | 2,424,914 |
| MISSION WEALTH MANAGEMENT, LP | Santa Barbara, CA | $94.1M | 1,868,364 |
| IHT Wealth Management, LLC | Chicago, IL | $89.7M | 1,781,664 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Align Alternative Access Fun | Align Alternative Access Fund | $1.2M | 676.95% |
| DriveWealth NYSE 100 Index ETF | DriveWealth ETF Trust | $8K | 98.74% |