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WisdomTree Floating Rate Treasury ETF USFR

Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis USFR

Will USFR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

WisdomTree Floating Rate Treasury ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings USFR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 5.47%

31.73 5.5 Bil
Government

United States Treasury Notes 5.43%

29.22 5.1 Bil
Government

United States Treasury Notes 5.47%

27.65 4.8 Bil
Government

United States Treasury Notes 5.55%

11.39 2.0 Bil
Government