Skip to Content
Morningstar

WisdomTree Yield Enh US S-T Aggt Bd ETF SHAG

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis SHAG

Will SHAG outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHAG’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SHAG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SHAG’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Yield Enh US S-T Aggt Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SHAG

More SHAG Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 478
  • Other Holdings 8
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.5%

9.50
9,978,917
Government

United States Treasury Notes 4.38%

7.14
7,501,758
Government

Federal National Mortgage Association 3%

4.73
4,972,272
Securitized

United States Treasury Bills 0.01%

4.72
4,958,369
Government

United States Treasury Bills 0.01%

4.16
4,371,081
Government

United States Treasury Notes 3.5%

3.68
3,863,601
Government

United States Treasury Notes 0.63%

2.85
2,997,735
Government

Federal National Mortgage Association 2.5%

2.60
2,731,760
Securitized

United States Treasury Notes 0.75%

1.60
1,684,458
Government

United States Treasury Notes 2.5%

1.54
1,620,525
Government