The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
WisdomTree U.S. Efficient Core Fund NTSX
Morningstar’s Analysis NTSX
Will NTSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Us Long Bond(Cbt) Sep24 Xcbt 20240919 | 7.97 | 125.6 Mil | Government |
Ultra 10 Year US Treasury Note Future Sept 24 | 7.93 | 125.0 Mil | Government |
10 Year Treasury Note Future Sept 24 | 7.91 | 124.7 Mil | Government |
Us 5yr Note (Cbt) Sep24 Xcbt 20240930 | 7.89 | 124.3 Mil | Government |
2 Year Treasury Note Future Sept 24 | 7.87 | 124.0 Mil | Government |
Microsoft Corp | 4.32 | 68.1 Mil | Technology |
NVIDIA Corp | 4.06 | 64.0 Mil | Technology |
Apple Inc | 4.05 | 63.8 Mil | Technology |
Amazon.com Inc | 2.38 | 37.5 Mil | Consumer Cyclical |
Alphabet Inc Class A | 1.41 | 22.3 Mil | Communication Services |