Morningstar

WisdomTree Target Range Fund GTR

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

Morningstar’s Analysis GTR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Target Range Fund holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GTR

More GTR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

77.56 56M
Government

Option on State Street® SPDR® S&P 500® ETF Jan27

12.54 9M
—

Option on iShares Russell 2000 ETF Jan27

4.21 3M
—

Option on iShares MSCI EAFE ETF Jan27

3.77 3M
—

Option on iShares MSCI Emerging Markets ETF Jan27

3.05 2M
—

BNY Dreyfus Treasury Oblgtns Csh Mgt Ins

0.29 213,963
Cash and Equivalents

Net Current Assets

0.12 90,187
—

Option on iShares MSCI EAFE ETF Jan27

−0.14 −103,664
—

Option on iShares Russell 2000 ETF Jan27

−0.24 −178,278
—

Option on iShares MSCI Emerging Markets ETF Jan27

−0.35 −255,278
—

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