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Wisdomtree Floating Rate Treasury Fund shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Wisdomtree Floating Rate Treasury Fund

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $147k 2.9k 50.34
2023-09-30 $1.4M 27k 50.32
2022-03-31 $168k 3.3k 50.27

More positions owned by Lloyd Advisory Services

Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Sterling Cap Fds National Muni Bd (SCNM)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lloyd Advisory Services

Top funds holding Wisdomtree Floating Rate Treasury Fund

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Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund