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
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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 |
|---|---|---|---|
| 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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