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

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Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $169M AUM 17.23% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $299M AUM 18.1% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $411M AUM 22.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return