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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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SHAG

More SHAG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

11.70 4.8 Mil
Government

United States Treasury Bills 0.01%

7.52 3.1 Mil
Government

United States Treasury Notes 0.63%

7.26 3.0 Mil
Government

United States Treasury Notes 0.5%

6.87 2.8 Mil
Government

United States Treasury Notes 0.75%

4.08 1.7 Mil
Government

United States Treasury Notes 2.75%

3.39 1.4 Mil
Government

United States Treasury Notes 4.88%

2.08 858,864
Government

United States Treasury Notes 3.5%

2.02 835,031
Government

Federal National Mortgage Association 2.5%

1.57 651,365
Securitized

Federal National Mortgage Association 2%

1.54 638,726
Securitized