New Perspectives, Inc Wisdomtree Floating Rate Treas Transaction History

New Perspectives, Inc

  • $201 Million
  • Q2 2025

A detailed history of New Perspectives, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, New Perspectives, Inc holds 505,756 shares of USFR stock, worth $25.5 Million. This represents 12.65% of its overall portfolio holdings.

Number of Shares
505,756
Previous 473,507 6.81%
Holding current value
$25.5 Million
Previous $23.8 Million 6.77%
% of portfolio
12.65%
Previous 12.77%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$50.28 - $50.47 $1.62 Million - $1.63 Million
32,249 Added 6.81%
505,756 $25.4 Million
Q1 2025

Apr 25, 2025
BUY
$50.29 - $50.5 $10.6 Million - $10.6 Million
210,657 Added 80.14%
473,507 $23.8 Million
Q4 2024

Jan 22, 2025
BUY
$50.23 - $50.46 $80,267 - $80,635
1,598 Added 0.61%
262,850 $13.2 Million
Q3 2024

Oct 18, 2024
SELL
$50.2 - $50.48 $14.4 Million - $14.5 Million
-287,747 Reduced 52.41%
261,252 $13.1 Million
Q2 2024

Jul 17, 2024
BUY
$50.28 - $50.52 $1.79 Million - $1.8 Million
35,696 Added 6.95%
548,999 $27.6 Million
Q1 2024

Apr 22, 2024
BUY
$50.23 - $50.46 $3.88 Million - $3.9 Million
77,243 Added 17.71%
513,303 $25.8 Million
Q4 2022

Jan 24, 2023
BUY
$50.2 - $50.39 $967,103 - $970,763
19,265 Added 4.62%
436,060 $0
Q3 2022

Jan 24, 2023
SELL
$50.24 - $50.38 $1.89 Million - $1.89 Million
-37,591 Reduced 8.62%
398,469 $20 Million
Q2 2022

Jan 24, 2023
SELL
$50.27 - $50.39 $1.72 Million - $1.73 Million
-34,257 Reduced 7.86%
401,803 $20.2 Billion
Q1 2022

May 11, 2022
BUY
$50.18 - $50.3 $20.9 Million - $21 Million
416,795 New
416,795 $21 Million

Others Institutions Holding USFR

# of Institutions
606
Shares Held
254M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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