Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
WisdomTree Mutual Funds
View all of WisdomTree’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
WisdomTree Funds List
Share Class Type
1 to 12 of 12 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| WisdomTree 3-7 Year Treasury Digital N/A | WTTSX | Intermediate Government | — | −2.36% | 15 | 0.050% | Low | No Load | $25 | |
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | — | 5.94% | 28 | 0.050% | Low | No Load | $25 | |
| WisdomTree 7-10 Yr Trsy Dgtl N/A | WTSTX | Long Government | — | −4.20% | 7 | 0.050% | Low | No Load | $25 | |
| WisdomTree Digital Short-Term Treasury | WTSYX | Short Government | — | −0.18% | 54 | 0.050% | Low | No Load | $25 | |
| WisdomTree Floating Rate Trsy Dgtl N/A | FLTTX | Ultrashort Bond | — | 1.71% | 34 | 0.050% | Low | No Load | $25 | |
| WisdomTree Long-Term Trsy Dgtl N/A | WTLGX | Long Government | — | −9.44% | 75 | 0.050% | Low | No Load | $25 | |
| WisdomTree Short-Duration Inc Dgtl N/A | WTSIX | Short-Term Bond | — | −0.10% | 72 | 0.420% | Below Average | No Load | $25 | |
| WisdomTree Siegel Global Equity Dgtl | EQTYX | Global Large-Stock Value | — | 1.94% | 54 | 0.450% | Low | No Load | $25 | |
| WisdomTree Siegel Longevity Dgtl | LNGVX | Moderate Allocation | — | 0.96% | 63 | 0.430% | Low | No Load | $25 | |
| WisdomTree Siegel Moderate Dgtl | MODRX | Moderate Allocation | — | −0.09% | 86 | 0.420% | Low | No Load | $25 | |
| WisdomTree TIPS Digital N/A | TIPSX | Inflation-Protected Bond | — | −1.90% | 79 | 0.050% | Low | No Load | $25 | |
| WisdomTree Technology and Inn 100 DgtN/A | TECHX | Technology | — | 7.90% | 25 | 0.100% | Low | No Load | $25 |
WisdomTree Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank