New Perspectives, Inc USFR Holdings History
New Perspectives, Inc's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, New Perspectives, Inc held 505,756.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $25.44 Mil. This investment constitutes 12.59% of their stock portfolio, and New Perspectives, Inc now holds 0.14% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2021Q4. And since then New Perspectives, Inc has made 6 purchases of USFR, at an average price of $50.22, for a total of 811,829.00 shares. In addition, there have been 4 sales at an average price of $50.30 for 306,073.00 shares. Based on historical transaction data and USFR's current price of $50.44, New Perspectives, Inc's estimated gain on his USFR holdings is $137,366.96, reflecting a 0.34% gain to date.
New Perspectives, Inc USFR ($50.44) Holding Chart
New Perspectives, Inc USFR ($50.44) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
