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WisdomTree Yield Enhanced US Aggt Bd ETF AGGY

Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis AGGY

Will AGGY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Drums up yield with credit risk.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

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.

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Portfolio Holdings AGGY

  • 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