USFR β€” Wisdomtree Floating Rate Treas

Ownership history in Cyrus J. Lawrence, LLC  Β·  1 quarter on record

AI Ownership Summary

Cyrus J. Lawrence, LLC reported Wisdomtree Floating Rate Treas (USFR) in 1 quarterly 13F filing from 2024 Q4 through 2024 Q4. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows USFR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cyrus J. Lawrence, LLC's position in Wisdomtree Floating Rate Treas, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

USFR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cyrus J. Lawrence, LLC held USFR β€” position size vs. price
% of Fund (quarterly)    USFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 INITIATED 837 β€” β€” 0.01% $42K 2025-02-11 $48.10

FAQ About Cyrus J. Lawrence, LLC and USFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cyrus J. Lawrence, LLC reported owning USFR?

Cyrus J. Lawrence, LLC reported USFR across 1 quarterly 13F filings, from 2024 Q4 through 2024 Q4.

What was the largest reported USFR position in Cyrus J. Lawrence, LLC's portfolio?

The largest reported portfolio weight for USFR was 0.01% in 2024 Q4.

What is the latest reported USFR position on this page?

The most recent filing on this page is 2024 Q4, when Cyrus J. Lawrence, LLC reported 837 shares, equal to 0.01% of portfolio, with an estimated market value of $42K.

What does the chart on this USFR ownership page compare?

The chart compares Cyrus J. Lawrence, LLC's quarterly USFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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