USFR

WisdomTree Floating Rate Treasury Fund

$50.35

+0.00%

Market closed. Last update: 12:28 PM ET

📎 Investment Objective

The WisdomTree Floating Rate Treasury Fund (USFR) seeks to provide a high level of current income consistent with preservation of capital by investing in floating rate U.S. Treasury securities.

Overview

ETF tracking WisdomTree Floating Rate Treasury Fund

Category Treasury

Issuer WisdomTree

Inception Date 2014-02-04

Market Cap $18.3B

Average Volume N/A

Dividend Yield 3.53%

52-Week Range $50.23 - $50.50

VWAP $50.34

Performance

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Investment Summary

📎 Investment Objective

The WisdomTree Floating Rate Treasury Fund (USFR) seeks to provide a high level of current income consistent with preservation of capital by investing in floating rate U.S. Treasury securities.

🎯 Investment Strategy

The fund invests in a portfolio of U.S. Treasury securities with floating interest rates, which adjust periodically based on changes in short-term interest rates. This strategy aims to provide a yield that tracks short-term interest rate movements, while maintaining a low-risk profile.

✨ Key Features

Invests in floating rate U.S. Treasury securities
Seeks to provide current income with preservation of capital
Adjusts yield in line with changes in short-term interest rates
Relatively low-risk profile compared to other fixed income investments

⚠️ Primary Risks

Interest rate risk: The fund's yield will fluctuate with changes in short-term interest rates
Credit risk: Though low, there is still some risk of default on U.S. Treasury securities
Liquidity risk: The fund may experience reduced liquidity during periods of market stress
Reinvestment risk: As interest rates change, the fund may need to reinvest at less favorable rates

👤 Best For

This ETF may be suitable for investors seeking current income and low-risk exposure to U.S. government debt, particularly those with a short-term investment horizon who want to limit interest rate sensitivity in their fixed income allocation.