WisdomTree Floating Rate Treasury FundUSFR
USFR
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
1% less funds holding
Funds holding: 501 [Q2] → 498 (-3) [Q3]
5% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 60
9% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 212
8% less funds holding in top 10
Funds holding in top 10: 72 [Q2] → 66 (-6) [Q3]
9.52% less ownership
Funds ownership: 69.22% [Q2] → 59.71% (-9.52%) [Q3]
16% less capital invested
Capital invested by funds: $12.3B [Q2] → $10.2B (-$2.02B) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for USFR.
Financial journalist opinion
Based on 4 articles about USFR published over the past 30 days
Positive
ETF Trends
1 week ago
Floating Rate Notes Still Matter
Prior to the Federal Reserve's September interest rate cuts — the central bank's first in four years — floating rate notes and the related exchange traded funds were among investors' best friends in the bond market. The Fed cut rates again last month.
Positive
ETF Trends
2 weeks ago
A Passive Income Solution Without the Volatility
By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways With the 3-Month/10-Year Treasury yield curve inverted, Treasury floating rate notes (FRNs), which are referenced to the weekly 3-Month t-bill auction, offer investors an income advantage without taking on excessive duration risk.
Positive
Seeking Alpha
3 weeks ago
USFR: I Still 'T-Bill And Chill'
The US Equity market is at historical valuation extension in multiples like the S&P 500 to Total Bond Index ratio and in MSCI Cyclical vs MSCI Defensive. At the same time, sentiment indicators are overly bullish, measured by consumer expectations and put call ratios. Even if the Fed cuts another 25 bps in December, USFR is still a safe place to hide out during a much-needed correction in equities.
Positive
Seeking Alpha
3 weeks ago
The Largest Bond ETFs Are Good, But These ETFs Are Better
The largest bond ETFs are almost exclusively index funds focusing on the broader bond market, or on specific bond sub-asset classes. These ETFs are reasonable investments, but investors can do much better than reasonable. Lots of ETFs offer higher yields, returns, and risk-adjusted returns than these larger ETFs, with extra advantages to boot.
Neutral
ETF Trends
1 month ago
More Money Market Substitutes Taking Shape
Investors have been married to their money market funds for the better part of the last two years. But a recent poll from VettaFi's Q4 Fixed Income Symposium in October showed more market participants may finally be willing to break out of their comfort zones and redeploy those funds into riskier assets.
Neutral
Seeking Alpha
2 months ago
Breakeven Federal Reserve Cuts For Short-Term And Variable Rate ETFs
Federal Reserve cuts will lead to lower dividend yields on ultra short-term and variable rate investments. Most of these trade with healthy spreads to comparable fixed-rate bonds. Breakevens vary though, with some variable rate investments likely to offer above-average yields for years to come, others not so much.
Positive
ETF Trends
2 months ago
2 Bonds ETFs Right for the Times
The Federal Reserve's September interest rate cut and expectations of more to follow are renewing interest in bonds. But some advisors and investors may be concerned about the impact lower rates have on the income in fixed income.
Neutral
ETF Trends
2 months ago
Money in Motion: A Barbell for Rate Cuts
By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways Investors can use a barbell strategy aiming to balance short-term income opportunities and lock in yields with potential returns if long-term rate declines in an uncertain bond market. Shifting to a 60/40 blend of WisdomTree's Floating Rate Treasury Fund (USFR) and Yield Enhanced U.S.
Positive
Seeking Alpha
3 months ago
USFR: Solid Cash ETF, 5.4% Yield
WisdomTree Floating Rate Treasury Fund ETF is a solid cash ETF investing in floating rate treasury notes. These securities are broadly comparable to t-bills, with marginally higher yields. USFR itself yields 5.4%, around 0.2% higher than t-bill ETFs, making the fund a solid cash-alternative ETF.
Neutral
Seeking Alpha
4 months ago
USFR: What Is Next For Floating Rate Treasuries (Rating Downgrade)
USFR is a floating rate treasury fund that has outperformed in rising rate environments but will see decreasing yields with Fed cuts. The market is pricing in a September 2024 cut, making USFR a hold going forward with a stable price but decreasing yield. Investors seeking high dividend yields may consider low volatility treasury funds with higher duration profiles as an alternative to USFR.
Charts implemented using Lightweight Charts™