WisdomTree Floating Rate Treasury FundUSFR
USFR
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
161% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 36
26% more funds holding in top 10
Funds holding in top 10: 66 [Q3] → 83 (+17) [Q4]
11% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 195
9% more funds holding
Funds holding: 502 [Q3] → 548 (+46) [Q4]
2% more capital invested
Capital invested by funds: $10.3B [Q3] → $10.4B (+$176M) [Q4]
0.91% more ownership
Funds ownership: 59.73% [Q3] → 60.63% (+0.91%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for USFR.
Financial journalist opinion
Positive
Seeking Alpha
1 day ago
Undercovered ETFs: Income, Argentina, AI, Gold +
This article highlights undercovered ETFs, providing investment ideas for various strategies, including income generation, growth, and diversification. The Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF is recommended for retirees seeking income generation, likened to the S&P 500 for capital appreciation. WisdomTree U.S. LargeCap Dividend Fund and Wisdom Tree Floating Rate Treasury Fund ETFs are suggested for dependable, long-term returns and portfolio diversification.
Neutral
Seeking Alpha
1 week ago
ETFs For A Recession
Tariffs have caused havoc on the market, with double-digit equity drawdowns and sky-high volatility. Lots of investments are tailor-made for these conditions, experiencing either negligible losses, or seeing significant gains, during recessions. There are ETFs tracking these investments. A look into six such ETFs follows.
Positive
Seeking Alpha
1 month ago
USFR: Unexciting But Useful
The WisdomTree Floating Rate Treasury Fund ETF offers a safe, reliable income stream with minimal capital risk, ideal for portfolio diversification. Floating rate bonds adjust interest rates with market changes, providing slightly higher yields than fixed-rate bonds without significant capital gains or losses. The ETF handles administrative tasks like rollovers and reinvestments, making it a convenient, low-fee option for near-cash savings.
Positive
Seeking Alpha
1 month ago
Cash Is King: A Quick Look At 3 Cash ETFs
Federal Reserve rates remain elevated, so cash continues to offer competitive yields. Cash is not created equal, with different cash alternatives providing slightly different results to investors. Some are tax-advantaged too. A quick look at 3 different cash ETFs follows.
Positive
ETF Trends
2 months ago
Money Market ETFs: New Ways to Reach for Yield in 2025
Stocks are holding firm near all-time highs. But Wall Street can't ignore the record amounts of cash still parked on the sidelines.
Positive
ETF Trends
2 months ago
ETF Flowdown: Off to the Races in 2025
One month into 2025, and ETFs are already off to the races, hauling in over $100 billion in net inflows in January. Hefty gains across the board reflect continued bullish sentiment on the stock market overall.
Neutral
ETF Trends
3 months ago
Top Investment Ideas for 2025
Authors: Jeremy Schwartz, CFA, Global Chief Investment Officer Kevin Flanagan, Head of Fixed Income Strategy Jeff Weniger, CFA, Head of Equity Strategy Samuel Rines, Macro Strategist, Model Portfolios Key Takeaways Fixed Income Recalibration: With Treasury yields normalizing at 4%–5%, a barbell strategy combining floating rate and yield-enhanced funds can help investors balance rate volatility and credit exposure.
Positive
ETF Trends
4 months 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
4 months 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
4 months 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.
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