WisdomTree is an exchange-traded fund provider whose proprietary indexes underpin many of its funds. After the firm's core lineup of fundamentally weighted funds lost its luster in a difficult value environment, WisdomTree faces an identity crisis.
WisdomTree
WisdomTree Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
10.49 MilInvestment Flows (TTM)
9.69 Mil# of Share Classes
9
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 0 | |
| 0 | |
| 0 | |
| 0 | |
| 0 | |
| Not Rated | 9 |
0%
50
100
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| WisdomTree TIPS Digital N/A | — | — |
| WisdomTree 7-10 Yr Trsy Dgtl N/A | — | — |
| WisdomTree Short-Duration Inc Dgtl N/A | — | — |
| WisdomTree Digital Short-Term Treasury | — | — |
| WisdomTree Floating Rate Trsy Dgtl N/A | — | — |
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars.
Star ratings are calculated at the end of every month.
Investments must have at least 36 continuous months of total returns to receive a rating.
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Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Morningstar Analyst Rating for Funds™
The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.