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WisdomTree Interest RtHdgUS Aggt Bd ETF AGZD

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

Morningstar’s Analysis AGZD

Will AGZD 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 AGZD’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AGZD 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 AGZD’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Interest RtHdgUS 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 sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGZD

More AGZD Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2165
  • Other Holdings 1
  • % Assets in Top 10 Holdings −109.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Total Cash Offset

113.92
223,207,788
Cash and Equivalents

United States Treasury Notes 1.38%

0.66
1,290,250
Government

United States Treasury Notes 1.25%

0.65
1,274,439
Government

United States Treasury Notes 0.75%

0.54
1,048,704
Government

United States Treasury Notes 1.5%

0.53
1,044,970
Government

United States Treasury Notes 1.25%

0.49
962,916
Government

United States Treasury Notes 0.63%

0.48
930,817
Government

United States Treasury Notes 0.63%

0.45
890,065
Government

United States Treasury Notes 0.75%

0.45
886,707
Government

United States Treasury Notes 0.38%

0.45
873,676
Government