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Morningstar

WisdomTree Mortgage Plus Bond MTGP

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

Morningstar’s Analysis MTGP

Will MTGP outperform in 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 MTGP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MTGP 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 MTGP’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in WisdomTree Mortgage Plus Bond's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MTGP

More MTGP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Sep24 Xcbt 20240930

5.09 2.9 Mil
Government

Federal National Mortgage Association 2%

4.61 2.6 Mil
Securitized

Government National Mortgage Association 2%

3.48 2.0 Mil
Securitized

Government National Mortgage Association 5.5%

3.00 1.7 Mil
Securitized

Fnma Pass-Thru I 3%

2.87 1.6 Mil
Securitized

Federal National Mortgage Association 2%

2.71 1.5 Mil
Securitized

Government National Mortgage Association 2.5%

2.68 1.5 Mil
Securitized

10 Year Treasury Note Future Sept 24

2.52 1.4 Mil
Government

Federal National Mortgage Association 5%

2.40 1.3 Mil
Securitized

Federal National Mortgage Association 2.5%

1.94 1.1 Mil
Securitized