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 Mutual Funds List
1 to 15 of 15 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Wisdomtree 7-10 Year Treasury Digital Fund N/A | WTSTX | Long Government | −5.26% | 22 | 0.050% | Below Average | No Load | $25 | ||
| Wisdomtree 3-7 Year Treasury Digital Fund N/A | WTTSX | Intermediate Government | −2.37% | 6 | 0.050% | Below Average | No Load | $25 | ||
| Wisdomtree 500 Digital Fund N/A | SPXUX | Large Blend | 13.67% | 35 | 0.050% | Low | No Load | $25 | ||
| Wisdomtree Short-Duration Income Digital Fund N/A | WTSIX | Short-Term Bond | 0.10% | 62 | 0.400% | Below Average | No Load | $25 | ||
| WisdomTree Digital Short-Term Treasury Fund | WTSYX | Short Government | 0.64% | 25 | 0.050% | Below Average | No Load | $25 | ||
| Wisdomtree Technology And Innovation 100 Digital Fund N/A | TECHX | Technology | 23.50% | 66 | 0.100% | Low | No Load | $25 | ||
| Wisdomtree Tips Digital Fund N/A | TIPSX | Inflation-Protected Bond | −2.01% | 35 | 0.050% | Low | No Load | $25 | ||
| Wisdomtree Floating Rate Treasury Digital Fund N/A | FLTTX | Ultrashort Bond | 2.28% | 80 | 0.050% | Low | No Load | $25 | ||
| Wisdomtree Long-Term Treasury Digital Fund N/A | WTLGX | Long Government | −8.15% | 76 | 0.050% | Below Average | No Load | $25 | ||
| WisdomTree Equity Premium Income Digital Fund | WTPIX | Derivative Income | — | 1.64% | 74 | 0.440% | Low | No Load | $0 | |
| WisdomTree Siegel Longevity Digital Fund | LNGVX | Global Moderate Allocation | — | 9.51% | 25 | 0.420% | Low | No Load | $25 | |
| WisdomTree Siegel Global Equity Digital Fund | EQTYX | Global Large-Stock Value | — | 13.27% | 35 | 0.400% | Low | No Load | $25 | |
| WisdomTree Treasury Money Market Digital Fund | WTGXX | Money Market-Taxable | — | 0.00% | — | 0.250% | — | — | $25 | |
| WisdomTree Private Credit and Alternative Income Digital Fund | — | Nontraditional Bond | — | −21.95% | 100 | 4.160% | High | No Load | $25 | |
| WisdomTree Siegel Moderate Digital Fund | MODRX | Moderate Allocation | — | 6.92% | 40 | 0.400% | 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
United States