USFR

WisdomTree Announces Launch of 1-3 Year Laddered Treasury (USSH) and 7-10 Year Laddered Treasury (USIN) Funds

Retrieved on: 
Thursday, March 14, 2024

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announces the launch of two new funds: the 1-3 Year Laddered Treasury (USSH) and 7-10 Year Laddered Treasury (USIN) funds, both on the NASDAQ.

Key Points: 
  • WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announces the launch of two new funds: the 1-3 Year Laddered Treasury (USSH) and 7-10 Year Laddered Treasury (USIN) funds, both on the NASDAQ.
  • USSH and USIN seek to track the price and yield performance, before fees and expenses, of the Bloomberg U.S. Treasury 1-3 Year Laddered Index and the Bloomberg U.S. Treasury 7-10 Year Laddered Index, respectively.
  • These Funds are expected to complement the WisdomTree Floating Rate Treasury Fund (USFR on the NYSE Arca) by offering investors additional options for positioning portfolios during different market and economic conditions.
  • Please read each Fund's prospectus for specific details regarding each Fund's risk profile.

WisdomTree Floating Rate Treasury Fund (USFR) Celebrates 10-Year Anniversary

Retrieved on: 
Tuesday, March 26, 2024

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).

Key Points: 
  • 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).
  • 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.
  • Provides cost-effective access to newly issued U.S. government floating rate notes
    U.S. Treasury floating rate notes have grown to become an integral aspect for investors’ fixed income portfolios.
  • Securities with floating rates can be less sensitive to interest rate changes than securities with fixed interest rates, but may decline in value.

WisdomTree Reports Monthly Metrics for January 2024

Retrieved on: 
Monday, February 12, 2024

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for January 2024, including assets under management (AUM) and flow data by asset class.

Key Points: 
  • WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for January 2024, including assets under management (AUM) and flow data by asset class.
  • Robust ~$1 billion of net inflows generated a 21% pace of YTD organic growth across the equity franchise (U.S. + International Developed Markets + Emerging Markets)
    Positive fee impact from strong flows into a mix of high fee funds such as Japan Hedged Equity Fund (DXJ) (0.48% fee rate, +$405 million net inflows), India Earnings Fund (EPI) (0.85% fee rate, +$226 million net inflows) and U.S. Quality Dividend Growth Fund (DGRW) (0.28% fee rate, +$248 million net inflows) outpace outflows in Floating Rate Treasury Fund (USFR) (0.15% fee rate, -$412 million net outflows)
    Outflows in Commodity & Currency category driven primarily by profit taking and de-risking in Oil and Gold products, partially offset by strength in Copper flows
    Expanded WisdomTree Prime™ to 38 states and nearly 70% of the U.S. population

ETFS Capital Responds to WisdomTree’s Serious Mischaracterizations and Distraction Tactics in Supplemental Investor Presentation

Retrieved on: 
Wednesday, May 24, 2023

Of concern to us is WT Prime: with a delayed launch, significant losses, and bigger, more established peers already operating on a global scale.

Key Points: 
  • Of concern to us is WT Prime: with a delayed launch, significant losses, and bigger, more established peers already operating on a global scale.
  • The Company is at a cross-roads: we believe the core business is in desperate need of repair, requiring discipline around cost management and capital allocation, and that similar discipline needs to be implemented in the review and execution of WT Prime.
  • If elected, ETFS Capital Nominees have a credible path to help unlock stockholder value: looking to accelerate revenue growth, reduce operating costs, ensure disciplined capital allocation and enhance corporate governance.
  • We believe the Company’s upcoming annual meeting is an opportunity for stockholders to hold the Board and certain of its long-tenured directors accountable for the destruction of stockholder value under their oversight.

WisdomTree Sends Letter to Stockholders

Retrieved on: 
Tuesday, May 2, 2023

WisdomTree, Inc. (NYSE: WT) (“WisdomTree” or the “Company”), a global financial innovator, today issued a letter to its stockholders urging them to vote for WisdomTree’s highly qualified director nominees at WisdomTree’s 2023 Annual Meeting of Stockholders (“2023 Annual Meeting”), which is scheduled to be held on June 16, 2023.

Key Points: 
  • WisdomTree, Inc. (NYSE: WT) (“WisdomTree” or the “Company”), a global financial innovator, today issued a letter to its stockholders urging them to vote for WisdomTree’s highly qualified director nominees at WisdomTree’s 2023 Annual Meeting of Stockholders (“2023 Annual Meeting”), which is scheduled to be held on June 16, 2023.
  • View the full release here: https://www.businesswire.com/news/home/20230502005825/en/
    You have an important choice to make at the upcoming 2023 Annual Meeting of Stockholders (“2023 Annual Meeting”) of WisdomTree, Inc. (“WisdomTree” or the “Company”), which will take place on June 16, 2023.
  • We believe that Mr. Tuckwell’s continued crusade against WisdomTree is driven purely by his personal agenda and ego, rather than by any consideration of what is best for the Company and its stockholders.
  • Stockholders can protect their investment in WisdomTree and put a stop to Mr. Tuckwell’s self-serving plans by voting the WHITE proxy card “FOR” ALL SIX of WisdomTree’s highly qualified director nominees, who are featured below.

WisdomTree Announces Nine New Blockchain-Enabled Funds are Effective with the SEC

Retrieved on: 
Wednesday, December 14, 2022

Access to WisdomTree’s digital funds is anticipated to be through the WisdomTree Prime mobile application, with transactions facilitated by WisdomTree Securities, Inc.2 The waitlist for WisdomTree Prime is open.

Key Points: 
  • Access to WisdomTree’s digital funds is anticipated to be through the WisdomTree Prime mobile application, with transactions facilitated by WisdomTree Securities, Inc.2 The waitlist for WisdomTree Prime is open.
  • WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models and solutions.
  • We empower investors 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.

WisdomTree Wins Best US Fixed Income ETF Issuer ($1bn-$5bn) at ETF Express US Awards 2022

Retrieved on: 
Friday, October 28, 2022

It is an honor to win Best US Fixed Income ETF Issuer ($1bn-$5bn) at such a critical time for the fixed income market.

Key Points: 
  • It is an honor to win Best US Fixed Income ETF Issuer ($1bn-$5bn) at such a critical time for the fixed income market.
  • In its fourth year, the ETF Express US Awards 2022 continues to recognize excellence amongst ETF issuers and their service providers.
  • The ETF Express US Awards 2022 partnered with data provider Trackinsight, which garnered votes through industry nominations.
  • This is WisdomTrees third consecutive year of wins in the ETF Express US Awards, having won the title of Best Mixed-Allocation ETF Issuer ($100M+) in 2021 and Best International Equity ETF Issuer ($1BN+) in 2020, amongst a collection of other shortlist nominations.

WisdomTree Announces ETF Reverse Share Split

Retrieved on: 
Friday, March 11, 2022

The WisdomTree Capital Markets team is continually evaluating the suite of WisdomTree funds for potential operational or other changes that seek to benefit investors, with particular focus on ETF trading.

Key Points: 
  • The WisdomTree Capital Markets team is continually evaluating the suite of WisdomTree funds for potential operational or other changes that seek to benefit investors, with particular focus on ETF trading.
  • Furthermore, we believe the end result could be a more attractive share price point for increased institutional adoption, among other potential benefits.
  • WisdomTree Investments, Inc. through its subsidiaries in the U.S. and Europe (collectively, WisdomTree), is an ETF and ETP sponsor and asset manager headquartered in New York.
  • WisdomTree is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.