Morningstar

WisdomTree Floating Rate Treasury Fund USFR

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis USFR

Will USFR outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USFR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USFR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of USFR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Floating Rate Treasury ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings USFR

More USFR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.18068%

29.52 6B
Government

United States Treasury Notes 4.18468%

29.52 6B
Government

United States Treasury Notes 4.13168%

29.51 6B
Government

US TREASURY FRN FRN 10/31/2028

10.32 2B
Government

BNY Dreyfus Treasury Oblgtns Csh Mgt Ins

1.08 229M
Cash and Equivalents

United States Treasury Notes 4.27168%

0.07 14M
Government

Net Current Assets

−0.02 −5M
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