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Wisdomtree Floating Rate Treasury Fund shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 69k 50.27
2025-06-30 $3.4M 68k 50.31
2025-03-31 $3.3M 66k 50.33
2024-12-31 $3.3M 66k 50.32
2024-09-30 $3.6M 71k 50.22
2024-06-30 $3.6M 71k 50.31
2024-03-31 $1.6M 33k 50.29
2023-12-31 $1.4M 28k 50.24

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View all positions for Crestwood Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund