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Wisdomtree Floating Rate Treasury Fund shares owned by New Perspectives

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by New Perspectives from 13F filings

Historical chart of New Perspectives investment in Wisdomtree Floating Rate Treasury Fund

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by New Perspectives consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by New Perspectives

Quarter filed Position value Share count Share price at filing
2024-03-31 $26M 513k 50.29
2022-12-31 $22M 436k 50.27
2022-09-30 $20M 399k 50.28
2022-06-30 $20M 402k 50.33
2022-03-31 $21M 417k 50.28

More positions owned by New Perspectives

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
EastGroup Properties (EGP)

View all positions for New Perspectives

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
HighTower Advisors
Signature Estate and Investment Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund