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Chilton Investment Company’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Chilton Investment Company’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,225
Closed -$915K – 210
2024
Q3 		$915K Buy
+18,225
New +$918K 0.02% 114

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Chilton Investment Company's USFR Position: Q4 2024 in Review

Chilton Investment Company sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2024, closing a stake of 18,225 shares — an estimated $915K sold.

Chilton Investment Company first reported a position in USFR in Q3 2024 and held it in 1 quarter. The position peaked at $915K in Q3 2024. 564 funds tracked by Wall St. Rank hold USFR as of Q4 2024.

  • Chilton Investment Company reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2024 after selling out during the quarter.
  • Chilton Investment Company sold 18,225 WisdomTree Floating Rate Treasury Fund shares in Q4 2024, an estimated $915K.
  • Chilton Investment Company first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2024 and held it in 1 quarter.
  • Chilton Investment Company's WisdomTree Floating Rate Treasury Fund position peaked at $915K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2024.

Based on Chilton Investment Company's 13F filing for Q4 2024, filed 14 Feb 2025.