WisdomTree Yield Enhanced U.S. Aggregate Bond ETF prioritizes yield, a strategy that brings risk and sometimes handsome rewards. Constraints hold the fund closer to the broad market but can force it to buy high and sell low, resulting in a Morningstar Analyst Rating of Neutral.
WisdomTree Yield Enhanced US Aggt Bd ETF AGGY
Morningstar’s Analysis AGGY
Will AGGY 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 6.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Citi Tri Party Repo Wisdom Tree | 2.08 | 20.9 Mil | Cash and Equivalents |
Citigroup Repo Repo 5807 | 2.08 | 20.9 Mil | Cash and Equivalents |
Tennessee Valley Authority 5.25% | 1.20 | 12.1 Mil | Government |
Federal Home Loan Banks 5.5% | 1.19 | 11.9 Mil | Government |
Tennessee Valley Authority 5.88% | 1.03 | 10.3 Mil | Government |
Tennessee Valley Authority 5.38% | 0.57 | 5.7 Mil | Government |
Tennessee Valley Authority 3.5% | 0.48 | 4.8 Mil | Government |
Federal National Mortgage Association 5.63% | 0.48 | 4.8 Mil | Government |
Tennessee Valley Authority 4.25% | 0.44 | 4.4 Mil | Government |
Tennessee Valley Authority 4.63% | 0.40 | 4.0 Mil | Government |