London Stock Exchange ETF segment · UCITS ETF
Invest in USFR ETF from India
Indian and foreign residents can buy WisdomTree Floating Rate Treasury Bond UCITS ETF (USFR) units directly through Paasa.
By Paasa · Updated
USFR at a glance
- Price
- $50.75-$0.01 (0.01%)
- Expense ratio
- 0.15%
- Day range
- $50.75 – $50.80
- Assets
- $239.9M
- Domicile
- Ireland
- Holdings
- 5
- Launched
- 2019
- Dividends
- Distributing
- 1 month
- +0.34%
- 6 months
- +0.04%
- YTD
- -0.04%
- 1 year
- +0.04%
- 5 years
- +1.18%
Price change, excluding dividends.
Top 9 holdings
- 1Us Treasury Frn 10/31/2027 (BV3PBK5)13.0%
- 2Us Treasury Frn 7/31/2027 (BTY0CX5)13.0%
- 3Us Treasury Frn 1/31/2028 (BWQLSD9)13.0%
- 4Us Treasury Frn 4/30/2028 (BTWP759)13.0%
- 5Us Treasury Frn 4/30/2027 (BN2RK98)13.0%
- 6Us Treasury Frn 1/31/2027 (BSPRXX5)13.0%
- 7Us Treasury Frn 10/31/2026 (BSZ7PJ5)13.0%
- 8Us Treasury Frn 7/31/2028 (BXW2BP6)8.8%
- 9CASH W-O0.2%
USFR holds 5 securities in total. These 9 are 100.0% of the fund.
Where the money is invested
Countries
- United States99.8%
- Other0.2%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| USFRAMEXWisdomTree Floating Rate Treasury Fund | 0.15% | 19.6B |
| TFRNLSEWisdomTree USD Floating Rate Treasury Bond UCITS ETF - USD Acc | 0.15% | 239.9M |
Assets are shown in each fund's own reporting currency.
How to invest in USFR from India
Step 1
Open your Paasa account
KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Step 2
Add funds from your Indian bank account
Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.
Step 3
Search USFR and buy
Find the fund by its ticker, USFR, on the London Stock Exchange ETF segment, and place your order.
Why invest in USFR from India
What USFR holds
The WisdomTree USD Floating Rate Treasury Bond UCITS ETF aims to replicate the comprehensive return, including both capital appreciation and income generation, of the Bloomberg Barclays U.S. Treasury Floating Rate Bond Index, prior to the deduction of any associated fees or expenses.
Outside US estate tax
USFR is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Hold a dollar asset
USFR is priced in US dollars, so a weaker rupee adds to what it's worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.
Paasa handles the paperwork
Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.
Why USFR's UCITS structure matters for Indian investors
USFR is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy USFR from India?
Yes. Indian residents can buy WisdomTree Floating Rate Treasury Bond UCITS ETF (USFR) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in US dollars. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.
What does USFR invest in?
WisdomTree Floating Rate Treasury Bond UCITS ETF holds 5 securities. Its largest holdings are Us Treasury Frn 10/31/2027 (BV3PBK5) (13.0%), Us Treasury Frn 7/31/2027 (BTY0CX5) (13.0%) and Us Treasury Frn 1/31/2028 (BWQLSD9) (13.0%). It is a distributing fund domiciled in Ireland.
What is the expense ratio of USFR?
WisdomTree Floating Rate Treasury Bond UCITS ETF has an expense ratio of 0.15% a year, taken from the fund's assets rather than billed to you. The fund manages about $239.9M.
Is USFR a UCITS ETF, and why does that matter for Indian investors?
Yes. WisdomTree Floating Rate Treasury Bond UCITS ETF is a UCITS fund domiciled in Ireland. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it.
How are USFR dividends taxed in India?
WisdomTree Floating Rate Treasury Bond UCITS ETF is a distributing fund. It pays the dividends from its holdings out to you in cash. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.
What tax do I pay in India when I sell USFR?
Gains are taxable in India. Debt-oriented funds can be taxed differently from equity funds, so confirm your rate before selling. The gain is worked out in rupees at the USD/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.