WisdomTree Launches US Floating Rate Treasury ETF

WisdomTree Launches US Floating Rate Treasury ETFUS Floating Rate Treasury ETF. Treasury bills that do not offer coupon payments and longer-maturity, fixed rate Treasury bonds.

Christopher Gannatti, WisdomTree Head of Research commented, “For investors who are looking for another government bond instrument to replace some of the low yield exposures present in many developed market treasuries, US Treasury FRNs could provide a yield enhancement, especially given the flatness of the US yield curve.”

Lidia Treiber, Fixed Income Research at WisdomTree, added, “US Treasury floating rate notes typically have a lower duration profile than floating rate corporate bonds (corporate FRNs) and can be used to help reduce corporate credit exposure within investor portfolios. Interest payments on corporate FRNs are exposed to corporate credit risk or risk that the borrower will default on its obligation.”

USFR: Under the Hood

Exposure: Invests in US Treasury Floating Rate Notes

Daily rate reset: The coupon rate is reset daily in reference to the highest accepted discount rate of the most recent 13-week Treasury Bill auction, plus or minus a fixed spread determined at the securities’ initial issuance.

Interest: Since auctions for new 13-week Treasury Bills occur once a week, the coupon rate effectively changes weekly. Interest is accrued daily and distributed quarterly.

Maturity: They are backed by the full faith and credit of the US government and have a 2-year final maturity.

Product information

TER: Total Expense Ratio

About WisdomTree UK Ltd.

WisdomTree Investments, Inc., through its subsidiaries in the US, Europe and Canada (collectively, ”WisdomTree”), is an exchange traded fund (”ETF”) and exchange traded product (”ETP”) sponsor. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. Through WisdomTree UK Limited, it sponsors WisdomTree UCITS ETFs and ETPs from ETF Securities and Boost, in a wide range of asset classes, including short and leverage ETPs. WisdomTree currently has approximately $58.3 billion (as of 13 March 2019) in assets under management globally. For more information, please visit www.wisdomtree.com.

WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

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Communications issued in the European Economic Area (“EEA”): This document has been issued and approved by WisdomTree Ireland Limited, which is authorised and regulated by the Central Bank of Ireland.

Communications issued in jurisdictions outside of the EEA: This document has been issued and approved by WisdomTree UK Limited, which is authorised and regulated by the United Kingdom Financial Conduct Authority.

WisdomTree Ireland Limited and WisdomTree UK Limited are each referred to as “WisdomTree” (as applicable). Our Conflicts of Interest Policy and Inventory are available on request.

WisdomTree appoints Lidia Treiber as Director of Research

WisdomTree bolsters its commitment to Fixed Income Research and Strategy. WisdomTree appoints Lidia Treiber as Director of Research.

WisdomTree, an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor, is pleased to announce the appointment of Lidia Treiber as Director – Research for WisdomTree in Europe.

In her role, Lidia Treiber will lead the Fixed Income Research in Europe, deepening the WisdomTree’s fixed income capabilities and ensuring that investors receive up-to-date, expert insight into global developments in this asset class.

Lidia has over eleven years of experience in the investment management industry, having spent the last four years as Fixed Income Specialist at Invesco ETFs. Prior to that, she was part of Wellington Management where she worked with the firm’s largest institutional clients, and BlackRock where Lidia Treiber was a Research Analyst and Fixed Income Product Strategist. Lidia brings with her a breadth of research knowledge, product specialism and institutional and retail relationship management from the UK, Continental Europe and the US.

Lidia will report to Christopher Gannatti, Head of Research in Europe, and is an important hire for the business as it bolsters its commitment to the fixed income space. She will work directly with the firm’s existing, robust research team based in London and the US and her addition exemplifies WisdomTree’s commitment to offering investors a broad array of differentiated investment strategies.

Christopher Gannatti said, “Lidia is the perfect candidate to strengthen the Company’s fixed income research and knowledge set. Investment in ETFs in this asset class appears set to surge again in 2019. Lidia will play a key role in providing market insights and in shining a light on WisdomTree’s smart beta products in this space, ensuring we continue to help educate and inform investors”.

About WisdomTree UK Ltd.

WisdomTree Investments, Inc., through its subsidiaries in the US, Europe and Canada (collectively, ”WisdomTree”), is an exchange traded fund (”ETF”) and exchange traded product (”ETP”) sponsor. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. Through WisdomTree UK Limited, it sponsors WisdomTree UCITS ETFs and ETPs from ETF Securities and Boost, in a wide range of asset classes, including short and leverage ETPs. WisdomTree currently has approximately $56.1 billion (as of 10 January 2019) in assets under management globally. For more information, please visit www.wisdomtree.com.

WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

Important Information

The content on this document is issued by WisdomTree UK Ltd (“WTUK”), which is authorised and regulated by the Financial Conduct Authority (“FCA”). Our Conflicts of Interest Policy and Inventory are available on request.

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