Crestwood Advisors Group LLC Wisdomtree Floating Rate Treas Transaction History

Crestwood Advisors Group LLC

$5.73 Billion
Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 68,668 shares of USFR stock, worth $3.46 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

68,668

Previous 67,660 1.49%

Holding current value

$3.46 Million

Previous $3.4 Million 1.41%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$50.23 - $50.48 $50,631 - $50,883	1,008 Added 1.49%	68,668 $3.45 Million
Q2 2025 Aug 05, 2025	BUY	$50.28 - $50.47 $89,297 - $89,634	1,776 Added 2.7%	67,660 $3.4 Million
Q4 2024 Feb 04, 2025	SELL	$50.23 - $50.46 $251,149 - $252,300	-5,000 Reduced 7.05%	65,884 $3.32 Million
Q2 2024 Aug 01, 2024	BUY	$50.28 - $50.52 $1.92 Million - $1.93 Million	38,270 Added 117.34%	70,884 $3.57 Million
Q1 2024 May 08, 2024	BUY	$50.23 - $50.46 $246,629 - $247,758	4,910 Added 17.72%	32,614 $1.64 Million

Q4 2023 Jan 29, 2024	BUY	$50.21 - $50.49 $1.39 Million - $1.4 Million	27,704 New	27,704 $1.39 Million

Others Institutions Holding USFR

# of Institutions

610

Shares Held

249M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Crestwood Advisors Group LLC Wisdomtree Floating Rate Treas Transaction History