WisdomTree Floating Rate Treasury Fund (USFR) Celebrates 10-Year Anniversary
2024年3月26日 - 9:00PM
ビジネスワイヤ(英語)
Fund offers investors a strategic solution
amidst current and prospective interest rate landscape
WisdomTree, Inc. (NYSE: WT), a global financial innovator, today
celebrates the ten-year anniversary of the launch of the WisdomTree
Floating Rate Treasury Fund (USFR). Over this ten-year period,
investors have been presented with a myriad of rate landscapes and
USFR has stood the test of time.
“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 U.S. Treasury completed its first floating rate auction on
January 29, 2014, issuing $15 billion of a note with a two-year
stated maturity.1 This was the first new class of issuance by the
Treasury since it issued Treasury Inflation-Protected Securities
(TIPS)2 in 1997. The Treasury auctions a new two-year note every
quarter, with re-openings of the new issue in the two months that
follow. As another means for the Treasury to meet growing investor
demand and to diversify its sources of funding, the issuance and
increasing investor adoption of floating rate Treasuries has, and
should continue, to grow over the next several years. Floating-rate
Treasuries provide an option to secure short-term interest rates
with limited price sensitivity to credit risk or interest
rates.
WisdomTree Floating Rate Treasury Fund (USFR):
- 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
U.S. Treasury floating rate notes have grown to become an
integral aspect for investors’ fixed income portfolios. In the new
rate regime, floating rate Treasury Securities represent an
effective way for investors to help reduce their exposure to
volatility while also generating income payments that are backed by
the full faith and credit of the U.S. government.
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 U.S. jurisdictions and may be limited where
prohibited by law. Visit www.wisdomtreeprime.com or the WisdomTree
Prime mobile app for more information. Foreside Fund Services, LLC,
(FFS) is not affiliated with WisdomTree, Inc. and its
subsidiaries.
FFS does not provide digital wallet or digital asset
services.
WisdomTree currently has approximately $105.9 billion in assets
under management globally.
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.
______________________
1U.S. Department of the Treasury,
1/29/14
2Treasury Inflation-Protected Securities
(TIPS): Bonds issued by the U.S. government whose coupon and
principal payments are linked to the Consumer Price Index.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240307792191/en/
Media Relations WisdomTree, Inc. Jessica Zaloom +1.917.267.3735
jzaloom@wisdomtree.com / wisdomtree@fullyvested.com
WisdomTree (NYSE:WT)
過去 株価チャート
から 5 2024 まで 6 2024
WisdomTree (NYSE:WT)
過去 株価チャート
から 6 2023 まで 6 2024