WisdomTree Floating Rate Treasury Fund (USFR) Celebrates 10-Year Anniversary
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Fund offers investors a strategic solution amidst current and prospective interest rate landscape
“We’re thrilled to celebrate the 10-year anniversary of USFR, but what’s more is its incredible runway is still intact,” said Kevin Flanagan, Head of Fixed Income Strategy at WisdomTree. “While, initially, investors viewed it as a rate hedge strategy and gravitated to it when the Fed was tightening monetary policy, it has proven to have a strategic place in investors’ portfolios for all different types of rate landscapes. We believe it’s one for investors to consider from the current and prospective interest rate landscape.”
The
WisdomTree Floating Rate Treasury Fund (USFR):
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Provides cost-effective access to newly issued
U.S. government floating rate notes - Designed to rise or fall with short-term rates and are priced at a spread over 3-mo Treasury Bills
- Short-term government bond solution that fluctuates with the weekly 3-mo Treasury Bill auctions
To see more fund information, visit: https://www.wisdomtree.com/investments/etfs/fixed-income/usfr
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus or summary prospectus containing this and other important information, please call 866.909.9473 or visit WisdomTree.com/investments to view or download a prospectus or summary prospectus. Investors should read the prospectus or summary prospectus carefully before investing.
WisdomTree Funds are distributed by Foreside Fund Services, LLC.
Kevin Flanagan is a registered representative of Foreside Fund Services, LLC.
Important Risk Information
There are risks associated with investing, including possible loss of principal. Securities with floating rates can be less sensitive to interest rate changes than securities with fixed interest rates, but may decline in value. Fixed income securities will normally decline in value as interest rates rise. The value of an investment in the Fund may change quickly and without warning in response to issuer or counterparty defaults and changes in the credit ratings of the Fund’s portfolio investments. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.
About WisdomTree
WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain-enabled technology. We empower investors and consumers to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™.*
*The WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc. (NMLS ID: 2372500), in select
FFS does not provide digital wallet or digital asset services.
WisdomTree currently has approximately
For more information about WisdomTree and WisdomTree Prime™, visit: https://www.wisdomtree.com.
Please visit us on X, formerly known as Twitter, at @WisdomTreeNews.
WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.
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2Treasury Inflation-Protected Securities (TIPS): Bonds issued by the |
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Media Relations
WisdomTree, Inc.
Jessica Zaloom
+1.917.267.3735
jzaloom@wisdomtree.com / wisdomtree@fullyvested.com
Source: WisdomTree, Inc.
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