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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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