NPI
USFR

New Perspectives Inc’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

New Perspectives Inc’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
2022
Q1 		– Sell
-806,958
Closed -$20.2M – 24
2021
Q4 		$20.2M Buy
806,958
+27,030
+3% +$678K 14.32% 3
2021
Q3 		$19.6M Buy
779,928
+61,665
+9% +$1.55M 14.45% 3
2021
Q2 		$18M Buy
+718,263
New +$18M 14% 3

Other funds holding USFR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
TM
Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return

New Perspectives Inc's USFR Position: Q1 2022 in Review

New Perspectives Inc sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 806,958 shares — an estimated $20.2M sold.

New Perspectives Inc first reported a position in USFR in Q2 2021 and held it in 3 quarters. The position peaked at $20.2M in Q4 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • New Perspectives Inc reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • New Perspectives Inc sold 806,958 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $20.2M.
  • New Perspectives Inc first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2021 and held it in 3 quarters.
  • New Perspectives Inc's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $20.2M in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on New Perspectives Inc's 13F filing for Q1 2022, filed 11 May 2022.