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WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund SHAG

Morningstar Medalist Rating
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Morningstar’s Analysis SHAG

Will SHAG outperform in the 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.

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Morningstar Automated Analysis

Summary

WisdomTree Yield Enh US S-T Aggt Bd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SHAG

More SHAG Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.5%

2.702M
Government

United States Treasury Notes 3.5%

2.281M
Government

United States Treasury Notes 3.5%

1.631M
Government

Net Current Assets

1.601M
—

United States Treasury Bills 0%

1.53996,828
Government

United States Treasury Notes 3.875%

1.22791,674
Government

United States Treasury Notes 3.625%

0.97633,607
Government

Federal National Mortgage Association 7.25%

0.91592,938
Government

United States Treasury Notes 4.25%

0.86560,637
Government

Federal Home Loan Banks 0%

0.84547,007
Cash and Equivalents

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